Policy pipeline
See every application from quote to issue, with underwriting and medical status at a glance.
Built for life insurance producers
Your book of business, finally in one place.
Aegis Prime keeps applications moving through underwriting, keeps clients warm, and keeps your commission targets honest — without the spreadsheet sprawl.
Client registry
One record per household: contact details, coverage history, and every conversation logged.
Commission ledger
Track target commissions against issued premium so you always know where the year stands.
Renewals desk
Follow-ups and renewal dates surface before they slip, not after the policy lapses.
Every client record is private to the producer who owns it.