Partners with CalcFocus to Deliver Life Insurance Predictive Modeling for Policyholders and Agents

The integration of's consumer engagement platform with CalcFocus' unrivaled insurance best-fit product recommendation and policy illustration technology provides carriers with a breakthrough method for policy enrollment.
PHILADELPHIA - Oct. 18, 2016 - PRLog --, a global leader in consumer engagement for insurance providers, announced today that it has entered into a partnership with CalcFocus, a state-of-the-art insurance and financial advice software provider.

CalcFocus' breakthrough technology is integrated with's Policyholder Engagement Platform (PEP) – a comprehensive policy distribution and consumer-engagement solution that equips carriers with the insights to understand policyholder behavior and to be present at each of their life events as a trusted partner.'s interactive platform captures physical, mental, and financial health metrics that shed light on key areas of a policyholder's life.

CalcFocus' innovative personalized needs, recommendation, and future-projection engine complements's platform well – giving's PEP the opportunity to integrate personalized cross-sell and up-sell sales fulfilment recommendations, as customer life events occur.

"We are pleased to partner with to create the first ever consumer-engagement platform with a fully integrated advice and policy illustration platform that meets the specific 'in-the-moment' needs of policyholders," said Tom W. McCahill, co-founder of CalcFocus.

"Insurance Companies around the globe are moving aggressively into consumer-engagement as a way to regularly interact with their policyholders, increase and improve brand loyalty, and to help their insureds improve their quality of life. Our relationship with CalcFocus allows our insurance clients to provide relevant products and illustrations directly to either their policyholders or agents at the appropriate time of a consumer's life," said Jim Rourke, Senior Vice President,

"This partnership marks a dramatic shift in the way insurance carriers want to engage with their policyholders. Not only will PEP deliver on our objective of policyholders getting healthier and insurers getting smarter, but it will also provide insurers with a way to offer the optimal policy to their consumers," said Jon Cooper, founder and CEO,


Founded in 2012, has become the leader in digital consumer engagement for the life insurance industry. has revolutionized how insurers engage with their employees, clients, and customers by creating a fun and rewarding environment where policyholders interact with their carriers to achieve physical, mental, and financial goals. The act of constant engagement allows to capture insights and life events, create brand champions, decrease policy risk, and streamline the underwriting process. Learn more at

About CalcFocus

CalcFocus was founded in 2013 by a group of insurance technology veterans in response to seismic changes in the life and annuity industry landscape. With unrivaled insurance knowledge and cutting-edge technology, CalcFocus employs sophisticated future projection algorithms to illustrate and recommend best-fit product and financial investment allocations, serving the insurance agent, financial adviser, and direct-to-customer channels. The CalcFocus platform was designed with a pragmatic approach to configurability and a dogmatic approach to quality. Learn more at

Pierre Wang
VP Marketing
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Tags:Life Insurance, Underwriting, Insurance, Policyholder, Engagement, Insight, Big Data, Innovation
Industry:Financial, Insurance, Technology
Location:Philadelphia - Pennsylvania - United States
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