As an industry technology leader, Crump uniquely integrates its people and processes into a suite of professional, consumer, and mobile app interfaces that digitally empower financial professionals to protect their income and secure the retirement of more Americans.
Advisor portals
Our professional portals are intuitively designed one-stop-shops that make life, long term care, disability insurance, and annuity sales fast and easy. Our highly configurable sites can provide:
- Access to thousands of products from over 100 highly-rated insurance companies
- Online training & product research
- Advanced planning sales concepts
- Underwriting guidelines by impairment and carrier
- Transaction tools to quote, apply, and track
- Contracting checks & requests
- Commission reporting
- 24/7 availability
- SSO & API integration options for custom programs
- Live support via phone and chat
Application Services
Sales Assist—Our licensed professionals make sales on behalf of financial professionals. Crump's Sales Assist program is not a means to circumvent any insurance license or carrier appointment requirements.
Drop Ticket—Professionals provide basic information and Crump’s service providers interview the clients, schedule the medical exams, and obtain their signed application forms
eApp—An online wizard walks professionals through the application submission process resulting in 100% ‘in good order’ application submissions
Consumer sites
Crump supports hundreds of active life insurance websites, quoters, and APIs that help firms generate leads more effectively. All of our configurable solutions include the following:
- Custom branding
- Needs analysis tools
- Term life insurance quotes
- Educational content
- Lead management tools
- Transaction Center integration
We also offer a consumer self-service platform with omnichannel sales desk support for institutional programs seeking fully digital experiences for middle market or senior customers.
Mobile app
Crump’s mobile app makes life insurance easier than ever. Professionals can calculate needs, run quotes, and more while on the go. Key mobile features include:
- Basic life insurance needs calculator
- Real-time term and GUL quoting
- Rates are available from multiple carriers in all 50 states
- Ability to text* and email quotes
- Sales Assist order entry
- Marketing news feed for social networking
- No cost to use this service
Registered and associated persons of FINRA member firms must receive approval from their firm’s compliance department prior to using the text messaging option.
Integrations
Crump provides an industry-leading digital toolset to financial professionals by partnering and integrating with best-in-class technology companies that complement our proprietary solutions.
- Direct data feeds for submission and status with most carriers
- Single Sign On (SSO) integrations with many of our institutional accounts
- Data, microservice, and SSO integrations with some the industry’s best insuretech companies
