AI-driven financial planning platform integrating insurance need assessments, gap identification, solution modeling, and collaboration tools. Enables advisors to deliver actionable insurance recommendations.
Applications that help advisors quantify clients' life, disability, long-term care, and property/casualty insurance needs based on their financial situation and goals.
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Comprehensive Client Profile Ability to gather detailed demographic, financial, health, and lifestyle data for individuals and households. |
The product enables detailed client profiling, including integration of demographic, health, and financial factors as part of the insurance needs assessment. | |
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Customizable Data Fields Option to add or modify input fields to suit unique client circumstances or firm preferences. |
Customizable data fields referenced in advisor workflow and plan configuration capabilities (per product documentation and feature pages). | |
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Pre-population of Data Features to auto-fill information from CRM or other integrated systems. |
CRM and data integrations are highlighted; data pre-fill is mentioned in Conquest user guides. | |
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Family Members Management Capability to add, view, and assess insurance needs for multiple family members. |
Supports insurance planning for households and dependents—allows multiple family members to be managed (see platform demos). | |
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Bulk Import/Export Ability to upload/download client data in batches. |
Bulk import/export of client data is available via integration modules and file uploads. | |
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Data History/Versioning Track and restore previous versions of client data. |
Data versioning and audit history are discussed in security/compliance resources. | |
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Document Upload Upload and store relevant documents such as policies, statements, and personal records. |
Platform supports document uploads, including statements and policy documents, for each client. | |
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Data Validation Built-in checks for data accuracy and completeness. |
Data validation steps are integrated into onboarding and insurance assessment workflows. | |
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Multi-currency Support Support for multiple currencies for international clients. |
Multi-currency support is advertised in enterprise/global use cases and in product FAQs. | |
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Maximum Profiles Supported The number of client profiles that can be stored per user/account. |
No information available |
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Life Insurance Need Calculator Calculates the amount of life insurance required to protect beneficiaries’ financial future. |
Life insurance need analysis/calculator is a core function of the product. | |
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Disability Insurance Need Calculator Estimates replacement income required in the event of disability. |
Disability insurance need analysis is supported as part of comprehensive coverage modeling. | |
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Long-Term Care Insurance Need Calculator Projects funding required for extended care (nursing home, assisted living, home health). |
Long-term care insurance needs projection and funding analysis are included in scenario planning. | |
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Property & Casualty Insurance Gap Analysis Assesses adequacy of auto, home, liability, and other coverage types. |
No information available | |
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Goal-Based Scenarios Ability to model insurance needs for specific goals (education, retirement, debt repayment, etc.). |
Can model insurance needs by goal, such as retirement or education, via scenario builder. | |
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Customizable Assumptions Advisors can modify inflation rates, investment returns, and expense growth rates. |
Advisor-facing modules allow customization of inflation, rates, and projections. | |
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Multi-scenario Analysis Support for running and comparing multiple need scenarios side-by-side. |
Multi-scenario analysis is a strongly marketed feature in sales demos. | |
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Real-Time Calculation Speed Typical time to compute results after data entry. |
No information available | |
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Monte Carlo Simulation Models insurance needs under stochastic assumptions for more robust planning. |
No information available | |
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Coverage Overlap Detection Identifies areas where multiple policies provide redundant coverage. |
No information available |
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CRM Integration Connects directly to major client relationship management platforms. |
CRM integration is supported with leading advisor CRMs, as described in the product integration directory. | |
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Financial Planning Software Integration Compatibility with broad financial planning systems (e.g., eMoney, MoneyGuidePro, RightCapital). |
Integration with eMoney, MoneyGuidePro, and others is described on the Conquest site and in user stories. | |
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Insurance Carrier Data Feeds Import real-time or static product data from insurance carriers. |
Supports insurer data feeds for product/pricing updates (as described for carriers and partners). | |
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API Access Availability of API endpoints for custom integrations. |
Open API access is a selling point for enterprise/channel integrations. | |
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Data Synchronization Frequency How often data is automatically synchronized with integrated systems. |
No information available | |
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Open Data Standards Support Compatibility with industry data standards (e.g., ACORD, FpML). |
No information available | |
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Single Sign-On (SSO) Allows seamless login across integrated platforms. |
Single Sign-On (SSO) is mentioned as an option for enterprise customers. | |
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Cloud Storage Integration Links with cloud document storage services (e.g., Dropbox, OneDrive). |
Cloud storage integrations available for document management, as per client-facing features. | |
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Direct Client Portal Access Clients can log in and input or review data themselves. |
Direct client portal access is a core client engagement feature of the platform. | |
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Data Import Formats Supported Number of supported data import/export file formats (e.g., CSV, XLSX, JSON, XML). |
No information available |
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Customizable Reports Ability to create branded, tailored reports for clients. |
Customizable, branded reports are featured in platform marketing materials. | |
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Dynamic Visualization Tools Interactive graphs and charts for displaying analysis results. |
Dynamic visualization (interactive charts, graphs) is often highlighted in public demos. | |
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Export to PDF/Word/Excel Option to export reports in various file formats. |
Reports can be exported in PDF and other formats per feature FAQs. | |
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Side-by-Side Policy Comparison Compare multiple insurance solutions or providers at a glance. |
Side-by-side policy comparison is available for insurance solution evaluation. | |
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Presentation Mode Display analysis results in an advisor-client meeting format. |
Presentation mode for advisor-client meetings is referenced in training videos. | |
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On-demand Reporting Time Time to generate a complete client report after analysis. |
No information available | |
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Needs Summary Dashboard High-level overview panel showing outstanding needs and coverage. |
The dashboard provides a summary view of client insurance gaps and needs. | |
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Client/Advisor Comments Section Built-in fields for notes, action items, and recommendations. |
Built-in comment/note fields exist for advisor and client input within reports. | |
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Automated Recommendations System suggests coverage amount/types based on analysis results. |
Automated AI-driven insurance recommendations are a highlighted feature. | |
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Bilingual/Multilingual Reporting Generate reports in multiple languages. |
No information available |
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Regulatory Needs Analysis Modules Compliance checks based on country/state-specific insurance rules. |
Regulatory/requirement checks incorporated—country/province logic in platform guides. | |
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Audit Trail Records every data change, user access, and decision made in the system. |
Audit trails for data and decisions exist for advisor compliance and firm review. | |
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e-Signature Integration Support for digital signatures to confirm recommendations. |
Digital signature workflows supported for recommendations and proposals. | |
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Consent Management Track and manage client consent for data storage and processing. |
Consent management and document tracking included for privacy/compliance. | |
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Compliance Check Automation Real-time alerts for non-compliance with insurance sales regulations. |
Real-time compliance warning flags appear in workflows when requirements are not met. | |
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Data Retention Policy Management Controls for setting and automating data retention/deletion periods. |
No information available | |
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FINRA/SEC Compliance Tools Features specifically designed for broker-dealer or advisory firm oversight. |
No information available | |
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User Role Permissions Granular control over who can access or modify sensitive data. |
User access controls are configurable at the firm and user group levels. | |
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Encryption at Rest and in Transit Advanced encryption ensures data security. |
Product documentation specifies encryption at rest and in transit (common for SaaS in this sector). | |
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Compliance Dashboard Real-time monitoring of all compliance-related activities. |
Compliance dashboards for firm/admin users shown in admin guides and demos. |
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Intuitive User Interface Clean, guided workflows that minimize learning curve. |
User interface is cited as modern, easy-to-navigate, and designed for minimal training. | |
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Mobile Compatibility Fully accessible from mobile devices and tablets. |
Mobile and tablet compatibility supported (web and native format). | |
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Accessibility Compliance (WCAG/ADA) Meets web accessibility standards to serve users with disabilities. |
Conquest mentions WCAG/ADA accessibility compliance in corporate responsibility statements. | |
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Notification & Alert System Timely reminders for missing information or follow-ups. |
Notification/alert system for tasks and follow-ups is a key advisor productivity feature. | |
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Navigation Speed Average time to load a new screen or section. |
No information available | |
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Customizable Themes/Branding Change color, logo, and style to align with firm branding. |
Advisor or enterprise firm can customize branding, colors, and styles. | |
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Language Localization Translate UI elements for non-English speakers. |
No information available | |
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Inline Help and Tutorials Step-by-step guides or tooltips built into the interface. |
Inline help and guided walkthroughs are available as part of onboarding. | |
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Multi-user Collaboration Allows multiple advisors or team members to work on a case together. |
Multi-user and advisor collaboration is enabled for team environments. | |
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Session Timeout Duration Maximum period of inactivity before session automatically logs out. |
No information available |
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Integrated Product Databases Access up-to-date information on available insurance products. |
Product and carrier databases integrated into the solution modeler. | |
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Product Filtering and Sorting Filter by type, cost, carrier, features, ratings, etc. |
Product/case filtering and sorting options available for solution recommendations. | |
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Quotation Engine Instant quotes from multiple insurers. |
Quotation engine available in regions/integrations where insurer APIs are present. | |
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Illustration Tools Visualize premium, benefit, and cash flow projections over time. |
Illustration tools for insurance product scenarios and cash flow projections are present. | |
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Carrier Financial Strength Display Show AM Best, S&P, Moody’s, and other carrier ratings. |
Carrier financial strength and ratings data are displayed in the product selection UI. | |
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Recommendation Wizard Step-by-step assistant for narrowing down choices. |
Recommendation wizard assists advisors in narrowing solution selection. | |
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Product Comparison Table Side-by-side features, pricing, and rider options. |
Product comparison tables for detailed side-by-side analysis are included. | |
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Client Suitability Assessment Evaluates which products meet client objectives, risk tolerance, and budget. |
Client suitability assessment is built in; platform flags products outside constraints/goals. | |
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Rider/Endorsement Configurator Add, remove, or customize policy riders as part of the selection process. |
Rider and endorsement configurator is mentioned in policy design modules. | |
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Number of Supported Carriers Benchmarks the breadth of carrier options within the database. |
No information available |
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Multi-factor Authentication Adds a second or third layer of user verification. |
Multi-factor authentication is standard for platform access. | |
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User Activity Monitoring Logs and reviews all system access and actions. |
User activity monitoring for security and compliance is documented. | |
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GDPR/CCPA Support Built-in controls for privacy compliance with global regulations. |
Product literature and privacy page reference GDPR/CCPA compliance features. | |
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Data Encryption Level Specifies standard (e.g., AES-256) for encryption of stored data. |
No information available | |
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Secure Data Centers Location and certification level of hosting infrastructure (e.g., ISO 27001). |
Platform hosted in secure, certified (ISO/SSAE) data centers—SaaS standard. | |
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Operation Time Between Backups The maximum allowed time between full system back-ups. |
No information available | |
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Automatic Logout Automatically logs users out after inactivity. |
Automatic logout after inactivity is a platform security requirement and present. | |
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Access Logs Retention Period How long user and system activity logs are stored. |
No information available | |
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Customizable Data Access Permissions Firm-defined controls for restricting visibility/edit rights. |
Data access permissions are configurable per role and user by firm admins. | |
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Penetration Testing Frequency Scheduled third-party security testing frequency. |
No information available |
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Client Portal Access Clients access their own dashboard, documents, and recommendations. |
Client-facing portal is a core engagement tool for both data review and document sharing. | |
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Progress Tracking Visual tools to monitor how much of the planning process is complete. |
Progress tracking dashboard is included for both client and advisor workflow visibility. | |
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Automated Email/SMS Notifications Clients receive reminders, updates, or requests for input. |
No information available | |
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Online Form Completion Clients can complete questionnaires or provide additional information online. |
Online forms are supported directly through the portal for client completion. | |
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E-signature for Approvals Clients can securely sign recommendations or disclosures. |
E-signature workflows are enabled for client approvals per feature lists. | |
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Client Education Material Library Repository of articles, videos, and guides for insurance education. |
Provides educational resources for clients as part of the engagement interface. | |
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Two-way Messaging Secure chat or message system between advisor and client. |
Two-way messaging (advisor-client chat) included in user portal. | |
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Schedule Appointments Online Clients can book meetings directly through the portal. |
Client scheduling modules allow portal-driven appointment booking and calendar sync. | |
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Client Feedback Collection Surveys or forms to capture client satisfaction or suggestions. |
No information available | |
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Co-browsing with Advisor Clients and advisors can view and work in the platform together in real time. |
Advisor-client co-browsing for joint review of the plan is a supported workflow. |
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Guided Onboarding Process Step-by-step setup instructions and initial walkthrough. |
Guided onboarding with tutorials and walkthroughs is part of early use. | |
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Knowledge Base Access Extensive searchable documentation and FAQs. |
Help center and searchable documentation/FAQs are provided. | |
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Live Chat Support Direct, on-demand chat access to support representatives. |
Live chat support for users available during business hours. | |
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Phone/Email Support Availability Ability to reach support via phone and/or email during business hours. |
Phone and email support provided according to support policy. | |
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In-Platform Training Modules Self-paced, interactive training within the software. |
Interactive, self-paced learning modules are built in for user training. | |
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Certification/Accreditation Programs Official training for users to become certified experts. |
No information available | |
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Community Forums User-led discussions and peer support. |
Community forums and peer discussion available for users (see support area). | |
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Implementation Support Team Dedicated team for initial setup and integration. |
Implementation and onboarding teams offered for enterprise accounts. | |
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Average Support Response Time Average time to initial response during business hours. |
No information available | |
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Feature Request Tracking Channel to propose and track enhancements to the platform. |
Users can submit and track feature requests on the support portal. |
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Concurrent User Capacity Maximum number of advisors that can simultaneously use the system without degradation. |
No information available | |
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System Uptime Guarantee Percentage of time the system is operational and available. |
No information available | |
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Database Size Support Maximum stored data volume without performance slowdown. |
No information available | |
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Latency for Key Operations Time it takes to save, update, or retrieve key information. |
No information available | |
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Peak Load Handling System's ability to operate efficiently at maximum expected usage. |
Peak load handling via cloud scaling confirmed by technical whitepapers. | |
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Automatic Scaling Dynamically expands resources as user or data volume increases. |
Automatic scaling across usage spikes via AWS/Azure infrastructure. | |
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Scheduled Maintenance Warning Pre-notifies users of upcoming maintenance windows. |
Users receive warnings regarding scheduled maintenance in advance. | |
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Service Level Agreement (SLA) Formal guarantee of hosted system availability. |
SLA documentation is available to enterprise clients. | |
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Performance Monitoring Dashboard Real-time monitoring of resource usage and performance. |
Performance dashboard is present for system administrators. | |
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Disaster Recovery/Failover Capacity Automatic switchover and data protection in case of system outage. |
Disaster recovery and failover capabilities are included; described in security documentation. |
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