Data automation using proprietary software to evaluate, analyze and collect service data for insurance and financial planning services; data automation using proprietary software to evaluate, analyze and collect service data for insurance brokers and carriers; software-as-a-service services featuring software for data automation and analytics for insurance brokers, insurance carriers and financial planning organizations

'analyt':48 'analyz':8,26 'autom':2,20,46 'broker':33,51 'carrier':35,53 'collect':10,28 'data':1,12,19,30,45 'evalu':7,25 'featur':42 'financi':16,55 'insur':14,32,50,52 'organ':57 'plan':17,56 'proprietari':4,22 'servic':11,18,29,40,41 'softwar':5,23,37,43 'software-as-a-servic':36 'use':3,21

providing insurance and financial consulting services to insurance brokers, insurance carriers and financial planning organizations

'broker':9 'carrier':11 'consult':5 'financi':4,13 'insur':2,8,10 'organ':15 'plan':14 'provid':1 'servic':6

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