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WE BELIEVE THAT

great-technology

By providing producers with great technology, we enable them to provide great customer service.

state-of-the-art technology

It should be the norm for agents to do business using state-of-the-art technology.

sell-life-insurance

It should be easy, convenient and fun to sell life insurance, even IULs! (Hence our name, wātea!).

HOW DOES THE WĀTEA APP
BENEFIT PRODUCERS?

The wātea app is ALL the producer needs – they no longer need to log in to individual carrier websites, even to manage cases and receive relevant pending case data.

BUT MOST IMPORTANT
– IT IS EASY!

Watea-App-cycle

ABOUT US

The insurance industry is experiencing a significant transition. The old ways of selling insurance are quickly fading into the past and the new generation of broker is looking for more effective and efficient ways of successfully building their business. Better business, requires better technology. First generation technology has given brokers the ability to submit electronic applications but why stop there? We believe the Modern Broker should have the entire business process from prospecting to policy issue accomplished from the same technology platform.

Wātea Life is the premier InsurTech platform enabling the most successful brokers from across the globe with our “one stop shop” technology ecosystem. We empower you with the capability of running your entire business anywhere you are, at any time...from the convenience of one app!

    This is innovation:
  • A Full CRM- you can manage every aspect of your business, including calling and scheduling appointments directly from the app;
  • A Lead Portal- receive leads from your lead vendor directly into your app, and get notified within seconds of a prospect filling out a form online;
  • Data Collection- right from the app, you have full data collection capabilities so that you can recommend the most appropriate coverage and even take an early assessment on your client’s underwriting risk for more accurate quotes
  •  New Business On the Go- you have immediate access to provide quotes, fill out and submit applications and, with certain products and carrier partners, get a policy issued for your client right from your app!
  •   Next Generation Case Management- for our carrier partners who are working towards participating with our instant issue capabilities, the Wātea Life app syncs directly with these carriers so that you get instant tracking and case management within the app without having to log into carriers’ websites and without having to wait for a wholesaler to give you weekly updates.
  •  Carrier Partners- access to a growing list of the nation’s best carrier partners
  •  Compensation- top contracts and top commissions

    • The future is now!

WHAT PRODUCTS ARE CURRENTLY AVAILABLE ON THE APP?

    We are currently offering the products in the states of California, Texas, Florida, Pennsylvania and Nebraska:

  • Term Life Insurance
  • Disability Insurance
  • Short-Term Health Insurance
  • Accident, Critical Illness and AD&D
  • Dental
  • Vision

WHAT ABOUT PERMANENT
LIFE INSURANCE?

In addition to more term life options, we will be adding whole life and IULs (from more carriers) soon this year.

We will also be expanding to more US states as well as adding Annuities to the mix later in the year.

In addition to more term life options, we will be adding whole life and IULs (from more carriers) soon this year.

We will also be expanding to more US states as well as adding Annuities to the mix later in the year.

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