The Platform Powering Better Life Insurance Outcomes
From client intake to policy delivery in one seamless workflow
Where Insurance Expertise Meets Technical Precision
Optifino makes it easier for agents and advisors to steward their clients’ holistic financial plans through every phase of life:
Rapid Case Design
Input client details and the Optifino AI engine simultaneously queries 25+ carriers, optimizing for protection, accumulation, flexibility, and cost according to your client’s needs.
25+ Carrier Comparison
No more logging into separate portals or rebuilding the same case across different systems. Side-by-side visuals and analysis reveal pricing variances that can mean hundreds of thousands in additional benefits for identical premiums.
Deep Insurance Expertise
AI-powered efficiency paired with specialized expertise to optimize insurance solutions for even the most sophisticated clients.
Professional Review at Scale
Upload hundreds or thousands of existing policies. Optifino flags at-risk coverage and identifies optimization opportunities across your entire book so you can turn dormant policies into active revenue streams.
Speed That Scales Your Practice
From days to minutes:
The Old Way
- Log into multiple carrier systems
- Rebuild client data repeatedly
- Wait for illustrations
- Manually create presentations
- Schedule follow-up meetings
The Optifino Way
- Single platform, comprehensive analysis
- Real-time optimization across all carriers
- Instant client-ready visualizations
- Immediate next steps
Sophisticated Cases, Simple Process, Superior Results. See for Yourself.
Optifino consolidates fragmented workflows into one intelligent system that enhances human expertise with AI precision, providing simultaneous access to 25+ carriers, reducing case design time from days or hours to minutes, and offering elegant visualizations that make complex concepts crystal clear.
Ready to see it in action?