A Smarter, Faster Way to Place Life Business
The Advantage Experienced Advisors Appreciate
LifeLink™—available through Visio Wealth Partners—gives independent advisors a streamlined digital platform to quote, submit, and manage life insurance business with greater efficiency.
Your time is your most valuable asset. With direct access to Simplicity’s LifeLink™ digital life insurance platform, Visio helps you reduce administrative burdens and accelerate the pace of your life insurance business.
Less Chasing. More Placing
LifeLink™ automates the most time-consuming steps in the life insurance workflow so you don’t have to search for case updates, wait for manual status changes, or follow up on client requirements.
What you’ll gain with LifeLink™:
- Automated client reminders and follow-ups that help drive a 38% lift in overall conversion rates
- Real-time transparency across every case, no guesswork or bottlenecks
- Mobile-friendly access that lets you manage cases between meetings or on the go
- A streamlined workflow built for advisors who place a high volume of life business without compromising their client experience
Pair that with Visio’s hands-on support, advanced case design team, and advisor-first service model, and you get more than a tool. You get a BGA partner built for how you actually run your practice.
Get Started with LifeLink™
Access the digital platform built to help independent advisors place life insurance business faster, cleaner, and more efficiently.
LifeLink™ simplifies the entire process—from instant quotes to e-applications to automated status updates. Watch the demo to see how effortlessly you can enhance your workflow, elevate your client experience, and save hours each week.
