Leading predictive analytics services on renewal, marketing, and ASO placements.
Simbio Analytics provides leading edge group insurance analysis for advisors, carriers, and consultants. Using Fortune 500 predictive analytics techniques, we find rating solutions that harmonize client, advisor, and carrier financial objectives. The B2B approach allows SimbiO Analytics to provide simulation driven analysis, illustrations, and pricing recommendations for advisors on group insurance placements. Without long term financial commitments associated with in house analysts. On demand when you need it, in reserve when you don’t.
Custom premissions for all user types, secure login, full data encryption and custom software.
Inututive document management, custom messaging, user management and real time data views.
Access to private client portal, all documents, illustrations, correspondence, and workflow progress indicators are in one secure place
Most renewal, marketing, and ASO reconciliations and analyses require a dizzying variety of reports, demographic listings, correspondence, and attachments. Keeping it all in one place is easy within your client portal.