Policy trends
Track how interest and placements move across every product line, month over month.
Agent Analytics
See what's working — and where to grow
Planning Partner operates across life, long-term disability, long-term care, and retirement income protection areas. We gain insights into policy trends and opportunities to support your business growth.
Actionable insights
Data that points to your next best move
Where is policy demand rising? What sales strategies yield higher results? Turn raw activity into clear signals you can act on the same day.
Strategy performance
See which approaches actually turn reviews into placed policies — and repeat them.
Rising demand
Spot where client need is growing early, so you're first to the conversation.
Growth opportunities
Surface the accounts and segments worth your very next call.
From dashboard to decision
Insight is only useful if it changes what you do next
Planning Partner is built to shorten the distance between "interesting" and "actioned."
Review your book across product lines in one place.
Prioritize the clients and prospects most ready to move.
Act with a clear reason for every outreach.
Measure what worked and refine as you go.
Across your whole book
Insight for every core coverage you write
Life · Disability income · Long-term care · Retirement income — analyzed side by side, so nothing slips through the cracks.
See it live
Turn your activity into your next win
Join our daily group demo at 5:00 PM to see Agent Analytics in action.