OUR SOLUTIONS
Platforms
Bringing digital transformation to the life insurance experience

M’s growing range of digital platforms makes it easier for clients and financial professionals to discuss, select, and execute life insurance plans. Information is secure, compliant, and intuitive to access. Even the most complex client service and administrative processes are completed in less time and with fewer headaches.

The entire experience is transformed.

A better experience, from day one

Our full-service advisor and client experience platforms include:
PRISM

New business development
Risk assessment
Client experience portal

APERTURE

Thought leadership
Lead generation and engagement
Customized marketing

SWIFT

Streamlined reporting
Expedited policy reviews
Compliance-centric reporting

The new way to new business

PRISM enhances the onboarding of new business for Member Firms and their clients with digital tools that enable:

  • In-application interview setup
  • Real-time access to application status
  • Simplified uptake of client and policy information

The only multi-carrier underwriting platform in the industry, PRISM can deliver multiple offers at preferred rates while reducing application stress for clients.

Accelerated underwriting

PRISM’S fully integrated ecosystem accelerates underwriting by:

  • Reducing the need for exams, labs, and medical records
  • Displaying client status and active policies on a digital dashboard
  • Providing real-time case processing and policy updates

Empower clients with rapid access to information

PRISM provides detailed client account information in an easy-to-use interface. Secure and digitally accessible, its client and professional facing dashboards accommodate ongoing account reviews and policy changes.

Compliant aggregation and reporting

SWIFT is an industry first: a multi-carrier reporting tool that accesses vital data in legacy carrier systems. It helps M and Member Firms deliver premium service to clients by automating FINRA-compliant consolidated reporting and in-force policy reviews.

Digital engagement and marketing

APERTURE is M’s digital marketing platform, supporting Member Firms and strategic partners with access to:

  • Thought leadership and education
  • Content customized to target demographics
  • Data monitoring to continuously refine and optimize performance

Culture of Innovation

We exist expressly to provide innovative solutions and thought leadership that challenge the status quo, including powerful data and digital tools that enable Member Firms to work more efficiently and deliver superior client experiences.

M Member Firms come in all sizes and specialties, but their commitment to excellent service and client advocacy is the same.