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.
New business development
Risk assessment
Client experience portal
Streamlined reporting
Expedited policy reviews
Compliance-centric reporting
Thought leadership
Lead generation and engagement
Customized marketing
PRISM enhances the onboarding of new business for Member Firms and their clients with digital tools that enable:
The only multi-carrier underwriting platform in the industry, PRISM can deliver multiple offers at preferred rates while reducing application stress for clients.
PRISM’S fully integrated ecosystem accelerates underwriting by:
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.
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.
APERTURE is M’s digital marketing platform, supporting Member Firms and strategic partners with access to:
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.
