AGENCY MANAGEMENT & CRM
PulseConnect
A robust system designed for Carriers and Distributors. Provides seamless onboarding, case management, workflow automation, lead management, sales, built-in analytics and reporting.
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Comprehensive Core Platform Built for the Insurance Industry
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Connects to Pulse Add-Ons for a Custom Platform Solution
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White Glove Service that Goes Far Beyond Just Tech Support
Integrations
Seamless Integration
Integrates with a growing list of top industry vendors to reduce duplicate work and keep systems aligned.
Partner with Pulse
Pulse Point works with strategic partners to harmonize their technology within our system. We enhance your offering and connect your company to new markets.
Hexure
Stateable
SureLC
CLIENT SUCCESS
Delivering Real Results
Discover how clients are working with Pulse Point to enhance offering, connect to new markets and drive growth in their business.
Staff: 12 team members
Previous Systems: Agency Integrator + Hubspot + multiple third-party tools
Annual Revenue: ~$3.5M
$70k First-Year Client Annual
Savings with PulseConnect
$34,000
Software/licensing elimination
$28,000
Labor efficiency gains
$8,000
Rework/error cost avoidance
A robust system designed for Carriers and Distributors.
PulseConnect provides seamless onboarding, case management,
workflow automation, lead management, sales, built-in analytics
and reporting.
Key Features
Centralize Operations, Streamline Workflows
CLIENT SUCCESS
Genuine investment in our success is something we’ve never experienced from any other vendor.
– Mac C., Managing Partner, Gen3
Policy Management
Workflow Automation
Real-Time Analytics
Pulse Add-Ons
Customize Your Platform
Unite your entire operation — from policy management to partner integrations. Our suite of tools powered by our robust AMS/CRM are your Operating System.
Agency Management & CRM
PulseConnect
It all starts here. Core platform built for the insurance services industry. Manage policies, agents, and workflows.
Dashboard / Portal
Pulse360
External agent facing portal for a streamlined experience with analytic insights, downline vision and visibility to business.
Underwriting
PulseLife
In-House underwriting platform streamlined with automated risk assessment, evaluations and guideline integration.
Commissions
PulseLedger
Automate complex commission structures and payouts in the complexity of the Life and Annuities industry.
Presales Connection
PulseEcto1
Direct connection to Hexure’s product suite. Enhance operational efficiency by streamlining workflows and improving service delivery
In-Force AI Intelligence & Agent Acceleration
PulseMagneto
Identify engagement opportunities using the power of AI. Drive new premiums, retention and generate more revenue.
Customize Your Platform
PulseConnect Packages
Have confidence in a system that can scale with you.
REAL RESULTS
The smoothest major system change I’ve ever been involved in.
– Sam B. Principal, Vibe Insurance Services
Basic
Includes: Basic AMS/CRM and Analytics
Choice
Adds: PulseLife or PulseState
Suite
Adds: PulseLife, PulseState and PulseEcto1
Ready for the future?
Let’s talk.
Pulse Point works with strategic partners to harmonize their technology within our system. We enhance your offering and connect your company to new markets. Seeing is believing. Meet with our founders to see how Pulse Point can catalyze your productivity.
Personal Approach
Get a dedicated team, there for you. Not just a support contact.
Fully domestic, white glove support
No shortcuts, no compromises. Fully customizable.
Future-forward tech. Human-first philosophy.
