Institution Enablers

Covr

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Covr’s digital, white-labeled platforms integrate seamlessly with financial brands to provide life, long-term care, disability, and supplemental health solutions from top carriers to their clients in a simple, turnkey way.  Our AI-driven tools, digital advice model and omnichannel sales support seamlessly blend high-tech and high-touch. We’re dedicated to transforming the insurance purchase process from something that was previously slow and paper-based to an experience that is fast and digital.

Laura Dinan HaberCovr
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Spyglaz

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Spyglaz AI is a sales growth platform for the life and annuity insurance sector, empowering carriers to optimize relationships with key distribution partners like agents, advisors, and IMOs. By leveraging data, our platform predicts at-risk top producers, uncovers emerging talent, and delivers insights into sales velocity and agent performance. With a user-friendly interface and powerful backend capabilities, Spyglaz AI helps carriers strategically invest in relationships, streamline operations, and drive growth, making us the trusted partner for sustainable success in a competitive market.

Nicholas BreniaSpyglaz
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Socotra

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Socotra is a technology platform that builds a modern cloud-based platform for technology- driven insurers. Its platform is built from the ground-up using the latest technologies to be transparent, reliable, flexible, and secure. It aims to provide insurers with a modern, enterprise-grade core system that enables them to rapidly develop and distribute products that better serve their customers.

Nicholas BreniaSocotra
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Right Bridge

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Right Bridge’s mission is to deliver the gift of financial clarity to affluent individuals and families who are thoughtfully preparing for, or already in, retirement. They do this, first, by helping clients determine their financial goals and, second, by creating a custom, tailored portfolio engineered specifically for them. They owe no allegiance to any company or investment – Their only loyalty is to our clients.

Nicholas BreniaRight Bridge
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iPipeline

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iPipeline provides cloud-based software solutions for the life insurance and financial services industry. Through SaaS solutions, we accelerate and simplify insurance sales, compliance, operations, and support. We provide process automation and seamless integration between every participant in the life insurance industry including carriers, agents, distributors and consumers.

Nicholas BreniaiPipeline
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Kidbrook

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By distilling decades of research in the fields of quantitative analysis, behavioral economics and portfolio management into easily accessible APIs, Kidbrooke enables the FinTechs and financial institutions to build the next-generation digital wealth experiences. They provide B2B automated financial analytics designed to lower the cost of providing wealth management services without compromising on performance scalability.

Nicholas BreniaKidbrook
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