As an agent or advisor you spend an extraordinary amount of time and effort during the delivery process of your life policy or annuity contract. Wouldn't you like a simple process that automates the delivery and collection process that could save you countless hours and headaches? PolicyBox is a robust rule driven electronic policy delivery system that allows you to continue your brand with your customer while shaving off weeks of the typical paper delivery process.
Fast – Flexible – FREE!
That's right, PolicyBox is fast, flexible, and free. It takes less than two minutes for you to review your client's policy and release it to them for review. It's flexible in that you can continue your brand, manage your own workflow and add your communication to the delivery process. Best of all its FREE! There is no cost to you as producers to use AFFIRM for Life.
- Supports all product lines – Life, Annuities, Long Term Care, Disability, Health and P+C
- Patent pending approach that allows you to continue your brand and add your own materials to the delivery process
- Easy to use interface that allows you to aggregate all of your business in a single location
- Supports your admin staff by aggregating multiple agent views if desired
What Are Your Peers Saying?
"PolicyBox absolutely rocks! Finally an organization got a piece of technology that meets the needs of producers in the field and is one that we will defiantly use."
- Charles S., The Sells Group