The FXe Platform Suite
Configured for you. Deployed in weeks.
Five products. One integrated platform. Built by people who've been the carrier — and know exactly what it takes to compete.
What it does
Orchestrator sits at the center of the FXe platform. It defines your product structure, your underwriting rules, your decisioning logic, and your enrollment flow. Every other FXe product operates within the framework Orchestrator creates.
- Product configuration without code — launch new products in days, not quarters
- Underwriting rules engine configurable by your operations team
- Carrier-defined decisioning: approve, decline, refer, and reflexive logic
- Full audit trail for compliance and regulatory requirements
- API-first integration — connects to your existing PAS without a rebuild
- Sandbox environment for testing rule changes before production
The advantage
Most carriers are one or two IT release cycles behind the market. A rate change that should take a week takes a quarter. A new state launch that should take a month takes a year. Orchestrator changes that equation. Your business team owns configuration. Your engineering team doesn't have to be in the room.
"Accelerate product agility and speed. Rapidly iterate on product features, rules, and enhancements without long development cycles."
What it does
Enroller is where the work happens. It's the interface your agents open at the point of sale. It guides them through the application, handles underwriting questions in real time, surfaces eligibility results instantly, and ends with a policy number — all without leaving the screen.
- Guided application flow from intake to issued policy
- Reflexive underwriting questions triggered by applicant responses
- Real-time eligibility and decisioning within the enrollment session
- One application, multiple products — shared intake data across the suite
- E-signature and document delivery built in
- Carrier-branded experience — your brand, your workflow
- Works on any device — tablet, desktop, mobile
The advantage
The close is in the room. Every friction point costs you a placement. Enroller removes all of it. Agents know exactly where they stand before they finish the application.
"This is the easiest system I use compared to other carriers. Auto-underwriting is amazing."
— Agent using FXe Enroller
What it does
Pulse delivers executive-level intelligence across your entire distribution operation. It aggregates data from Orchestrator and Enroller to give leadership a real-time picture of what's happening — not a report from last week.
- Live activity map showing carrier footprint and agent activity by geography
- Agent engagement metrics, production scoring, and activity tracking
- Placement rate trends by product, channel, and agent segment
- Pipeline health — submissions in progress, pending, and issued
- Straight-through processing ratios and underwriting outcome analytics
- Configurable dashboards for executive, operations, and distribution teams
- Alert thresholds — flag unusual activity patterns before they become problems
The advantage
Most carriers are operating on reports that are days or weeks old. By the time a problem shows up in the data, it's already cost you production. Pulse changes that — when something shifts, you see it in real time and can act before it becomes a trend.
"Deliver timely, decision-ready insights that connect performance, risk, and growth across the enterprise."
FXe Engage is the suite of tools that connects the front of your distribution operation. While Orchestrator and Enroller handle the application and decisioning, Engage handles everything that surrounds and supports it — getting consumers into the funnel, keeping agents engaged, and making the whole system work together.
MatchIQ →
Intelligent product matching that pairs each applicant with the most appropriate coverage based on their profile, preferences, and eligibility — instantly. Removes guesswork at the point of sale and improves placement quality.
FXe Link →
Timely, contextual messaging built directly into the enrollment workflow. Agents and applicants get the right communication at the right moment — no off-platform email threads, no follow-up delays, no dropped handoffs.
FXe Spark →
Real-time incentive visibility embedded into the enrollment experience. Agents see how their actions translate to rewards immediately. Aligns behavior with carrier objectives without lag or administration overhead.
ScanIQ →
Converts paper applications into structured digital submissions using OCR and intelligent field mapping. Carriers still receiving paper-based applications can modernize intake without disrupting their distribution relationships.
FXe LeadFlow →
Digital lead capture and routing into the FXe Enroller workflow. Connects consumer interest directly to agent queues with real-time visibility into queue depth, connection rates, wait times, and conversion by product and state.
Direct-to-Consumer
DTC capabilities that let carriers reach consumers directly — digital quoting, enrollment, and policy issuance without an agent intermediary, using the same Orchestrator rules and Enroller workflow that powers your agent channel.
What it does
Launchpad is the implementation system that gets carriers from decision to production — fast. It's not just a project management framework. It's the accumulated knowledge of every carrier launch we've run, packaged as a repeatable system with built-in checkpoints, training tools, and configuration infrastructure.
Discovery & Configuration
Map your products, underwriting rules, and distribution model into Orchestrator. We've done this enough times to have a playbook that makes it fast.
Integration & Testing
Connect FXe to your existing PAS and billing systems. Test every scenario in the sandbox before a single agent sees a screen.
Agent Training & Rollout
Train your agents on the new workflow. Launchpad includes training materials, quick-reference guides, and admin tools for your operations team.
Live & Supported
Go live with dedicated support. We stay close through the first production cycles to make sure everything performs as configured.
The advantage
Most platform implementations drag for months — or years. We've systematized the launch. Launchpad means you go live in weeks, not quarters.
"Configured for you. Deployed in weeks. We've been the carrier. We know what you need."
Five products. One platform. All yours.
Each product delivers value independently. Together, they give you a closed-loop system from configuration to enrollment to analytics to engagement to launch.