A Connected Digital Experience from Start to Finish

Crump brings together technology, experienced professionals, and processes to deliver a connected digital experience that supports financial professionals at every stage — from presale through post-sale.

Presale

Presale

Quote faster, position smarter, and win more business. Access advanced sales support, quoting, and illustration tools to efficiently evaluate and position solutions.

Submission

Submission + Pending

Submit and manage cases through a guided digital experience with eApp, in‑good‑order submissions, and instant decisions where available. Track progress in real time, upload documents in one place, and rely on dedicated case management to help move business to completion faster.
Post-Sale

Post-Sale

Ongoing support and in-force management. Identify conversion and cross‑sell potential while uncovering new planning strategies.

Transaction Center

Simplify how you sell, submit, and service business — all in one place.

Annuity Central
Centralized hub for product research, comparisons, and annuity case support.

Contracting
Initiate and track carrier appointment requests through a streamlined digital process.

Consumer Sites
Branded quoting site with term life capabilities and lead capture tools to support client engagement.

eApp
Guided, digital application experience designed to help ensure in-good-order submissions.

Illustrations
Run self-service illustrations on demand or request customized designs through our intuitive online tool.

Mobile App
Access tools and manage business on the go with flexible, mobile-friendly experience.

Sales Assist
Partner with licensed insurance strategists who manage cases from start to finish, helping elevate the client experience while freeing up your time.

Upload
Securely upload and manage case requirements in one place for faster processing.

Digital Solutions Overview