Insurance Enrollment Made Easy
Our technology process was built to streamline the application for life insurance, long-term care insurance, and private placement insurance (life and annuities). Life Enroll allows you to enroll and issue proprietary insurance products without guaranteed issue or simplified issue underwriting. We automate the work steps for analysis, application, and carrier submission.
A Process You Can Trust
01. Simple
Life Enroll allows you to apply for the following insurance products: life insurance, private placement insurance (life and annuity), and hybrid life and long-term care insurance. Product analysis and applications are 100% online.
02. Scalable
Life Enroll allows you to apply directly for new insurance or offer as a voluntary enrollment to employees. The Life Enroll platform can be initiated via a website or email.
03. Control
You apply at your convenience through any device. The enrollment process allows you to review and research the insurance offering before starting the enrollment process.
About
Story
Life Enroll was developed by TRC Financial out of decades in the life insurance and technology industries. We have combined both to simplify life for clients and partners. Our team provides customized solutions for you and/or your client while supporting your team in a manner that you are comfortable with.
Vision
Our vision is to empower employers, successful clients, registered investment advisors (RIAs), and advisors to work with us in a scalable and repeatable enrollment process. Life Enroll allows you to scale your business, capture new revenue, and revolutionize the enrollment for permanent insurance products.
Technology
Life Enroll is a proprietary technology process using a workflow based online enrollment approach for product analysis, insurance applications with e-signature, and carrier submission. You, the employer, client or advisor, does not lose control and remain the owner of your client relationship. There is nothing for you and/or your employees to install.
Products
Virtually any permanent life insurance product can be automated with Life Enroll. The underwriting is integrated with our online enrollment.
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Our team offers specific carrier product offerings and works with corporate clients on custom offerings.
Life Enroll Products:
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Proprietary Hybrid Life & Long-Term Care Insurance
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Proprietary Private Placement Life Insurance
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Proprietary Private Placement Variable Annuity
Let's Connect
We will schedule a time to review and discuss Life Enroll with you.