Empowering financial professionals with innovative tools for streamlined, transparent, and efficient insurance management.
Rapid Policy Underwriting
Column securely leverages AI to underwrite clients rapidly for accurate product placement.
Client Management
Centralize client profiles, save quotes to client profiles, and view in-term policies.
Quote & Policy Management
Track client quotes & policies for renewals, updates, and opportunities for upselling.
Enhance workflows and information sourcing with our powerful chat interface.
Policy Viewer
Seamlessly view in-term policies, including coverage, terms, and premium details.
Progress Tracker
Visualizes the client’s insurance journey, from application to approval.
Document Center
Securely stores important documents like medical reports and policy agreements.
Answers policy-related questions, and reduces necessity for routine queries.
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Identity for Individuals
License & Appointment Tracking
Dashboard with Key Metrics
Automated Notifications
Activity Monitoring
NPN Verification
Starting at $20/mo
Identity for Organizations
All individual features plus:
Multi-user support (user limits depend on plan)
Organization-wide license and appointment management
Advanced team/role management
Enhanced support options
Organization-wide billing and subscription management
