Marketplace provides financial professionals access to industry leading tools to assist in the entire sales journey for their customers.
Expanding beyond the traditional quote, apply, and case status options – the addition of our B2B2C platforms, sales-fulfillment support, and marketing strategies enable our advisors to reach more clients, while reducing their overall level of effort.
What to expect
Marketplace allows you to transact your life, annuity, longevity planning, and disability insurance business with ease and efficiency.
Scroll down for helpful tools and resources to ensure the best possible experience for you and your clients.
Quoting
Running a quote in Marketplace is quick and simple – allowing you to get information to your customers with ease.
Applying
E-Application
This process allows you to complete and sign a full application online. You complete a fillable version of the carrier’s full application embedded with specific rules, so you do not inadvertently skip over required questions.
Team Fulfillment (coming soon)
Once you have completed your application, you’ll be able to sign it electronically and submit it to your local office case manager for review. Once your case manager has reviewed the application, they will submit it to the carrier on your behalf.
Questions
If you have any additional questions regarding Marketplace, you can contact a specific product line expert for life insurance, annuities, longevity planning, or disability insurance.
Marketplace: Contact Us
Your choice – we’re here to help
For product-specific questions:
Contact your Highland representative or call 855.422.4968