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Solutions

Built for every role that moves the business.

One platform, every seat in distribution — the IMO running it, the BGA placing cases, the advisor in the field, and the carrier reaching them all.

For IMOs

Run distribution at scale.

The problem: hierarchy spread across BGAs and AMS exports, commissions in spreadsheets, and no single view of what's actually producing.

Unify operations, commissions, recruiting, and carrier intelligence across every downline — with Kyra working the book 24/7 so your team works the exceptions.

  • Hierarchy-wide pipeline, production & persistency
  • DTCC-fed commission intelligence with override waterfalls
  • Kyra agentic workflows across the whole org
  • Recruiting & contracting from prospect to producing agent
IMO · Production rollup
Total in-force premium$11.4B
MTD submitted$3.1M
Active producing agents1,240
Org placement rate41%
Kyra cases actioned (wk)318
BGA · This week
New applications24
In underwriting17
Requirements outstanding12
Placed9
Avg. cycle time−6 days
For BGAs

Place more, chase less.

The problem: requirements chasing eats the day, commissions never quite reconcile, and producers won't log into the old portal.

Turn case management, requirements chasing, and commission reconciliation from manual grind into orchestrated workflow — and give producers a Pulse360 portal they actually want to use.

  • Pre-app field underwriting & post-completion scrubbing
  • Kyra auto-chase on stalled requirements
  • PulseLedger commissions reconciled to the cent
  • White-labeled Pulse360 advisor experience
For Advisors

Clarity on every case.

The problem: no idea where an application stands, when commissions pay, or what needs action — until someone calls.

Through Pulse360, see exactly where each application, requirement, and commission stands — in a fast, mobile experience branded to the partner you work with.

  • Real-time case status & open requirements
  • YTD & pending commission visibility
  • Mobile-native, built for the field
  • One-tap action on what Kyra flags
  • PulseDrive surfaces opportunities from your own book — re-shops, cross-sells, and persistency saves
Pulse360 · Advisor
YTD commissions$148,200
Pending$22,400
Open cases6
Requirements to action1
Placed this month3
Carrier enablement
Kyra AIAcross distribution
Benchmark analyticsProducts & persistency
Marketing accessAdvisor + IMO
Promos & incentivesTracked end to end
Custom buildsContracting · comp · orphan
For Carriers

Meet distribution where it runs.

The gap: reaching IMOs, BGAs, and advisors at scale — and closing the data gaps that slow contracting, commissions, and product launches.

Pulse Point gives carriers a direct line into modern distribution — AI, analytics, marketing reach, and custom builds that fix the plumbing between you and the field.

  • Kyra, at carrier scale — agentic AI working across your distribution network.
  • Benchmark analytics — how your products, placement, and persistency perform across the book.
  • Advisor- & IMO-facing marketing access — deliver promos and track incentives out to the field.
  • Custom integration builds — closing gaps in contracting & hierarchy management, commissions information, product development, and orphan management.
For Carriers · The portal

Post promos. Watch placement. All in one view.

Carriers get a direct line into distribution — broadcasting promos and announcements to the field, and reading benchmark insights on production, placement, and loss.

Allianz Life
Carrier relationship · Pulse Point
Last refresh: 2 min ago
Active Now 4Upcoming 3Recently Ended 2Filter: All types
Commission PromoCB-2026-04 · Carrier Bulletin
5-Point FYC Bonus · Allianz Life Pro+ IUL
Cases with face amount ≥ $1,000,000 earn an additional 5 points of FYC on Life Pro+ IUL. Combined with base 100% FYC, qualifying cases pay 105% FYC.
04/01 – 06/30/2026·Affected: Allianz Life Pro+ IUL
Active · 50 days left
BulletinNotify Agents
Rate ChangeCB-2026-05 · Effective 05/01/2026
Allianz 222 Annuity · Premium Bonus 17% → 20%
Premium bonus increased from 17% to 20% on new business, effective 5/1/2026. Vests over the 10-year surrender period. Existing contracts unaffected.
Effective 05/01/2026 · ongoing·Affected: Allianz 222 Annuity
Active · ongoing
BulletinNotify Agents
Marketing Co-opCB-2026-03 · Spring Push
Spring Application Push · $250 Co-op per Case
Allianz reimburses $250 per case for marketing on IUL submissions with target premium ≥ $250,000. Receipts required; capped at 4 cases per agent.
04/01 – 06/30/2026·Affected: IUL Target Premium ≥ $250K
Active · 50 days left
BulletinNotify Agents
YTD 2026Last 12 moLast QuarterFY 2025
Compare CarriersOpen in PulseIQ
All LOBsIULAnnuityTerm
PRIOR YTD
$11.4M
Same period 2025
CURRENT YTD
$14.2M
+24.6% vs prior YTD
FORECAST
$32.0M
Pace-based projection
PIPELINE
$6.5M
Open applications
PLAN
$30.0M
On pace · above plan
FY 2026 PLAN TRAJECTORY
Current pace will deliver $32.0M against $30.0M plan · Above Plan · +$2.0M projected surplus
YTD $14.2MPlan $30.0MForecast $32.0M
Forecast confidence High · 110% of plan at current pace
PLACEMENT
87.1%
Placement Rate
186Submitted162Placed
Loss Reasons · By Premium Impact
Last 12 months · click a reason to drill in
Withdrawn by Client$1.6M
Declined by Underwriting$1.2M
Not Taken$0.6M
Talk to us about carrier tools

One platform. Every role.

See how Pulse Point fits your seat in the distribution chain.

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