Mastering Digital Distribution of Life Insurance Products.

Pennyworth is building customized software platforms to enable life insurers to sell their complete individual product catalog online.

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The Power of Going Digital

Our platform now enables you to offer traditional life insurance, accident & sickness insurance, guaranteed investment funds, and annuities through a digital channel that prominently features your brand throughout the customer journey. This enterprise solution includes a sophisticated client monitoring system that integrates efficiently with your current operational dashboards.

Closing the Life Insurance Gap.

By making life insurance products and respective client education more accessible via online platforms, life insurers can help address the substantial need for proper insurance coverage.

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Increasing Client Numbers.

Clients expect an intuitive, simple, and most importantly digital-first sales experience. High-quality self-service tools are increasingly sought after in the life insurance arena.

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Saving Time.

Automate the time-consuming stuff. Optimized sales flows and intelligently integrated client educational sections within digital distribution channels can reduce turn-around times, leaving more time to establish a strong client-insurer relationship.

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Delivering Excellence.

A comprehensive automated needs analysis drastically reduces human errors and biases, ensuring the best possible recommendation system for clients in a scalable format.

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The Pennyworth Digital Distribution Platform.

Our platform combines expert digital software products with quality insurance product recommendation systems and sales flows to empower life insurers on their digital transformation journey.

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Next-Generation Needs Analyses.

Pennyworth employs industry-leading needs analysis tools and proprietary recommendation algorithms to empower clients to make informed product selections covering all individual products:

  • Life Insurance.
  • Accident & Sickness Insurance.
  • Guaranteed Investment Funds.
  • Annuities.
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Essential Digital Agility.

Pennyworth software seamlessly integrates with an insurer’s existing systems, enabling a high level of customization and combination with any existing or future software tool additions. This empowers insurers to stay flexible in the ever-advancing digital era, while supporting enhanced digital marketing capabilities and exceptional speed-to-market translation of new products or regulatory requirements.

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Comprehensive Client Monitoring Systems.

Pennyworth enables insurers to stay on top of client needs. Integrated dashboards and data gathering systems keep a life insurer's client engagement organized and offer the highest regulatory compliance—from lead generation and sales process to ongoing client care and follow-up sales.

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End-to-End Sales.

Pennyworth enables a comprehensive sales experience for insurance clients through advanced algorithms, guiding data collection, personalized product recommendations, streamlined application processing, and efficient contract execution.

Who We Are.

Pennyworth's mission is guided by our core values.

Integrity

We care deeply about everyone we do business with, operating with transparency, reliability, and unwavering commitment to data security.

Client-First

We are driven by what is best for the clients. From interactive platforms to financial literacy, we aim to guide clients to make their best possible financial decisions.

Iterative Excellence

While starting out with highest-quality software products, we understand that continuous improvements will yield in products succeeding over time.

Collaboration

We believe that we are stronger together. Forming valuable partnerships based on mutual respect is the cornerstone of our business philosophy.

The Team

Shalom Halbert

Chief Executive Officer

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Theresa Manz

Chief Operating Officer

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