Pulse Point

The platform built for what comes after the CRM.

One connected platform for life & annuity distribution — operations, the advisor experience, opportunity auditing, commissions, and an agentic AI woven through all of it.

The suite

Five products. One connected data model.

Everything in life & annuity distribution — running on one system of record, not a stack of bolt-ons.

Privatized Agentic AI

Meet Kyra — the industry cortex.

Kyra works your book overnight: drafting follow-ups, triaging the inbox, and triaging inbound e-apps — every action waiting for one human approval.

Meet Kyra
Who it's for

Built for the whole distribution chain.

Coverage

Depth across every line you distribute.

LifeAnnuitiesLTCAsset-Based LTCMedicareDisabilityFinal ExpenseInforce servicing
Integrations

One data model underneath all of it.

Pulse Point runs between your operators and their distribution networks — connected to the systems the industry already uses.

SureLCiPipeline iGOHexure FireLightDTCC FeedsAnnuityNetZinniaQuickBooksMicrosoft GraphGmailConstant Contact
From the blog

What comes after the CRM.

Why insurance distribution needs its own system of record — and what that looks like in practice.

Read the blog
See it in action

See the platform in action.

Walk Pulse Point through your carriers, your hierarchy, and your book. Tell us a bit and we’ll set it up.

We’ll route your request to info@pulsepoint.ai.
or explore the platform →