The first GenAI app built specifically for the sales and distribution channels. SalesXcelerator takes unstructured data or PDF uploads to provide quick quoting and field underwriting for over 35 life insurance carriers.
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Join Our Growing Cohort of Brokerages and Advisors
Product highlights:
Demystify underwritingminutes
Provide faster answers and insights to clients and agents
E-Authorized HIPAA form with Docusign
Run Prescription History Checks and know your clients medications and doctors in minutes
And much, much, more...
Quick statistics
40+
User uploaded field underwriting guidelines
18+
Co-Development Partners
1
Patent Pending
Don't take our word for it, hear from our users:
“Xcela's approach is exactly what the industry needs. The product is impressive, and I’m confident you’ll make a significant impact.”
“A true leap forward in how to accelerate the sales cycle. The platform is incredibly user friendly, can integrate with existing systems, and provide the sales team with instant feedback during field underwriting on any requirements that will be needed for a formal offer. A win across the board with faster results and a better overall client experience.”
“I’ve been incredibly impressed by the Xcela team’s commitment to their product. They actively seek feedback and adapt—what a difference from the first iteration to now. I’m excited to see how the system evolves and becomes integral to our daily operations.”
“Xcela can be a powerful tool for any case manager, underwriter, or financial advisor. It’s easy to use, it can quickly pull up data from any carrier’s underwriting guidelines, and it’s valuable in listing additional information a carrier may request. I’ve used it for several cases now and I’ve found it most helpful.”
