The Wātea Broker App One app for all your business needs!
WE BELIEVE THAT
Great Customer Service
Producers deserve great technology that makes it easy to provide great customer service.
Easy to Sell
It should be easy, convenient and fun to sell insurance, even life and disability! (Hence our name, Wātea!)
State of the art technology
It should be the norm for advisors to do business using state-of-the-art technology.
HOW DO WE DO THIS?
We empower brokers with a dedicated App!
Our app covers every aspect of your life and health insurance business – from lead acquisition directly into the CRM, generating quotes and comprehensive illustrations, capturing signatures, submitting applications, tracking cases, and in many cases providing clients with policies immediately.
We take the pain out of selling life insurance: just one meeting – either virtual or in person – all on a phone or tablet!
Producers need only a phone to do business!
BENEFITS
One Tool
One App. Multiple Products
Easy to sell Insurance
Even Life and Disability
Wow your Customer
Provide a Great Customer Experience!
BUT MOST IMPORTANT
IT IS EASY!
Contract Online
Download App
Start Selling
TAKE A LOOK!
PRODUCTS ON THE WATEA APP
We are currently offering products in 15 States including California, Texas and Florida
Term Life Insurance
Disability Insurance
Dental Insurance
Short Term Medical
Vision Insurance
Accident, Critical Illness and AD&D
Final Expense
ABOUT US
Who we are, and What we do
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 brokers 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 in 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!
A Full CRM
You can manage every aspect of your business, including calling and scheduling appointments directly from the app.
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 of 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!
Carrier Partners
Access to a growing list of the nation’s best carrier partners.
Next Generation Case Management
For our carrier partners who are working towards participating in 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.
WHAT'S NEXT
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.
