Advisor Portal

Everything your office needs to quote, submit, underwrite, and manage business with Brookfield Insurance Partners

Life | Disability | Long Term Care | Annuities | Impaired Risk

Upload a File

Easily submit your client cases for review so we can assist you in finding the best solutions.

Term Quotes (iPipeline)

Generate tailored quotes quickly to help you provide accurate information to your clients.

Check Case Status

Stay updated on your submitted cases to ensure timely responses and resolutions.

Electronic Applications

Submit business faster with e-app solutions that help reduce paperwork, improve accuracy, and accelerate processing.

DI Quotes

Access individual disability insurance quotes and case design support to help protect your clients’ income with confidence.

Fixed Annuity Quotes

Compare fixed annuity options and rates to find solutions that align with your client’s retirement and accumulation goals.

Medicaid Annuities

Review Medicaid-compliant annuity options designed to support planning strategies in appropriate long-term care and spend-down situations.

Life Settlements

Request life settlement pricing analysis to evaluate whether an existing policy may have more value than surrendering it.

WinFlex Web

Run permanent life insurance illustrations with WinFlex to compare product designs, premiums, and policy performance across carriers.

Contracting

Start or complete the contracting process so you can get appointed and ready to submit business with the right carriers.

Impairment Questionnaires

Gather more complete medical and lifestyle details upfront with impairment questionnaires that help streamline underwriting.

Pre-Underwriting Software (XRAE)

Use our pre-underwriting tools to identify potential issues early, improve case placement, and save valuable time.

Impaired Risk Resources

Tap into specialized impaired risk resources to better position complex cases and uncover more placement opportunities.

Forms Library

Access commonly needed forms and paperwork in one place to keep your cases moving efficiently.