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Drive growth with an end-to-end ecosystem

Turn More Opportunities Into Life Sales

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Give your agency access to a centralized sales automation package designed to help quote, underwrite, submit, deliver, and track life insurance business more efficiently.

What Is e-SSENTIALS?

A complete life insurance sales automation package for agents and agencies.

e-SSENTIALS brings together key iPipeline tools into one connected solution, helping agents simplify the life insurance process from quoting and field underwriting to e-application, forms, e-delivery, reporting, and self-service tools.
what's included

LifePipe

Run multi-carrier term life quotes across 1,000+ products.

 Launch

XRAE

Estimate client health class instantly with field underwriting.

 Launch

iGO

Complete applications electronically and reduce manual entry errors.

 Launch

FormsPipe

Access carrier forms and supplemental documents in one location.

 Launch

DocFast

Receive, review, and approve policies electronically.

iGO Reporting

Track activity, benchmark performance, and identify business insights.

iService

Use self-service tools and maintain current content profiles for carriers, products, and states.
Why Agents Should Use It

Less paper. Fewer delays.
More efficient life insurance placement.

Reduce paper application hassles and costs.

Submit applications directly and bypass carrier mailrooms.

Minimize the occurrence of NiGO issues.

Improve speed from quote to policy delivery.

Support better placement activity and higher ratios.

Centralize the tools agents need to facilitate sales.

Built for agents who want to write life insurance more efficiently.

This service is ideal for agents who:

  • Want a smoother life insurance sales process

  • Need faster quoting and application workflows

  • Want fewer manual forms and paper submissions

  • Are looking to grow life production with better technology support

Ready to simplify your life insurance workflow?

Get complimentary access through PSM Brokerage and discover how e-SSENTIALS can help simplify quoting, underwriting, applications, policy delivery, and reporting.

Request Access Today

Complete the form below to request complimentary access through PSM Brokerage and explore the tools available within e-SSENTIALS.

*For agent use only. Not affiliated with the U. S. government or federal Medicare program. This website is designed to provide general information on Insurance products, including Annuities. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that PSM Brokerage, its affiliated companies, and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.