Pivot

Pivot is a digital-first insurance platform designed to empower independent insurance brokers and agents with mobile-accessible tools that streamline the entire sales and client management lifecycle. The platform provides a comprehensive dashboard that guides users through customer acquisition and relationship management via a structured digital ro... admap, enabling brokers to build and nurture client relationships touchpoint by touchpoint. Pivot's core offering includes access to competitively priced insurance products from more than a dozen leading insurance carriers, allowing brokers to present trusted policies that serve diverse client needs. The platform features an integrated virtual quote assistant that functions as a case designer, enabling agents to generate competitive proposals and product comparisons rapidly without manual calculation, significantly reducing the time required for rate shoppingparticularly valuable for clients with complex medical and prescription drug histories. Pivot centralizes all client documentation, underwriting updates, sales reports, and performance tracking within a single organized digital repository, giving brokers instant access to needs analysis calculators, YTD goal tracking, and product placement reports. The platform supports paperless, touchless teleapp processing for term life applications, streamlining administrative workflows and reducing friction in the underwriting review process. Pivot incorporates enterprise-grade security protocols including SSL encryption, single sign-on (SSO), and data encryption both in transit and at rest to protect sensitive personal information. The platform also provides on-demand access to expert guidance in medical underwriting, legal matters, estate planning, and split dollar arrangements, ensuring brokers have professional support for complex client situations. For brokers operating under the SterlingBridge model, Pivot facilitates commission optimization by enabling the creation of downlines and the earning of commission overrides ...Read More