PulseConnect is the operational system of record for IMOs and BGAs — case management, contracting, recruiting, accounting, and communications on one connected data model, so your team sells instead of babysitting spreadsheets.
Across life, annuity, LTC, ABLTC, and Medicare.
Completed e-apps from FireLight, iGO, and AnnuityNet flow straight into your pipeline.
Pipeline, hierarchy, and SureLC licensing in one place.
Override waterfalls and rolling-target logic, reconciled per payee.
Email, text, and calls on a single system of record.
Our team maps and cleanly migrates decades of data from multiple platforms.
Every seat sees the numbers that matter: submitted and issued across Life and Annuities, the full agent book, and who is putting up apps.
UAT PULSECONNECTSearchAD| AGENT | TZ | PHONE | CITY | ST | PND | ISSUED | CT.PND | CT.ACT | ||
|---|---|---|---|---|---|---|---|---|---|---|
| Carol M Danvers | robinnaustin2580@gmail.com | (888) 888-8888 | Marvel City | GA | 9 | 124 | 4 | 11 | Quick View | |
| Daisy S Johnson | Dskye@pulsepointmanagement.com | (561) 285-4785 | 2 | 49 | — | 7 | Quick View | |||
| Hulk Hogan | Eastern | hogan@hulkster.com | (555) 123-4321 | Fort Lauderdale | FL | 0 | 3 | — | 2 | Quick View |
| Darick Hardwood | Eastern | darren@shield.com | (561) 371-2211 | Jupiter | FL | 1 | 11 | — | 19 | Quick View |
| # | MARKETER | APPS | AGENTS | CONV % |
|---|---|---|---|---|
| 1 | LB Lucius Best | 51 | 15 | 0.0% |
| 2 | AM Alphonso Mackinzie | 48 | 13 | 0.0% |
| 3 | MM Melinda May | 29 | 11 | 0.0% |
| 4 | TM Test Marketer | 6 | 2 | 0.0% |
| 5 | MT Mark Tate | 4 | 4 | 20.0% |
| 6 | JR Joe Ramos | 2 | 1 | 0.0% |
| 7 | HA House Account | 1 | 1 | 0.0% |
The operations desk sees every open case with a daily pulse, e-apps landing in real time, and contracting gaps flagged before they stall a sale.
UAT PULSECONNECTSearchAD| AGE | FOLLOW UP | NAME | CARRIER | LOB | AGENT | ASSIGNED TO | POLICY NUM. | DAILY PULSE | PREMIUM | STATUS |
|---|---|---|---|---|---|---|---|---|---|---|
| 151d | 8/3 | Wheeler, Michael | Athene | Annuities | Bruce Wayne | Ingrid Inforce | 52645895 | STATUS: Awaiting Transfer Funds from AEL; Carrier ETA 8/17 | $350,000 | Pending Funds Transfer |
| New | 8/3 | Hopper, Ell | SILAC Insurance Company | Annuities | Grant Ward | Ingrid Inforce, John Crichton | 888555222 | STATUS: Awaiting Funds Transfer (Oceanview $36898) | $500,000 | Pending Funds Transfer |
| New | 8/3 | Bridgerton, Anthony | American Equity Insurance | Annuities | Gene Belcher | Nigo Nancy | — | STATUS: Submitted; Awaiting policy number & initial review | $225,000 | Approved |
| 83d | 8/3 | Salvatore, Stefan | American National Ins. Co. | Annuities | Grant Ward | John Crichton | 1054545 | STATUS: Submitted; Awaiting suitability review | $250,000 | Pending Suitability |
| RECEIVED | SUBJECT | FROM | ACTIONS |
|---|---|---|---|
| 08/03/2026 12:42 PM | Congratulations, Ben Rothesberger has submitted a Principal application for Gene Wilder | Anne Davis | PreviewStart AppHide |
| FOLLOW UP | AGE | AGENT | CARRIER | CONTRACT ID | TYPE | STATUS | CONTRACTING MGR | SCHEDULE | LOB | GROUP | FLAGS |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jul 30, 2026 | 5 days in Open status | Grant Ward | Brighthouse Life (Met Life) | Pending-830596 | Producer | Pending | — | — | — | — | No Schedule |
| Jul 29, 2026 | 6 days in Open status | Carol M Danvers | Brighthouse Life (Met Life) | Pending-830589 | Producer | Pending | John Crichton | — | — | — | No Schedule |
| Jul 29, 2026 | 6 days in Open status | Jack Sparrow | E-App Placeholder Carrier | Pending-830588 | Producer | Pending | Jack Aubrey | — | — | — | No Schedule |
PulseConnect runs in light or dark mode, adapts from desktop to phone, and keeps full navigation a tap away — the same command center, wherever you are.
☰UAT PULSEC...AD☽☰UAT PULSEC...ADBuilt for IMOs and BGAs running life & annuity distribution.
Walk it through your book, your carriers, and your hierarchy on one platform.