A seamless sales experience can make or break a policy sale.
Most insurance sales journeys still rely on disjointed systems, legacy portals, and manual processes that slow everything down. Agents get frustrated, customers drop off, and new business takes longer than it should.
Carriers need a better solution—and a way to move beyond systems that weren’t built for speed or today’s digital expectations.
That’s where MySales comes in.
What Is MySales?
MySales, powered by the ManageMy platform, is a configurable front-end experience layer for your core technologies—delivering the portals, forms, and workflows that power digital sales. It enables quote-and-apply journeys across customer, agent, and partner channels.
And, it integrates with the systems you already use – like policy admin platforms, CRMs, and rating engines – as well as third-party solutions such as ID verification, property valuation, medical checks, and illustration tools. That means you can launch seamless digital sales experiences without disrupting what already works.
Whether you're a Life carrier, P&C carrier, or fraternal organization, MySales helps you sell the way today’s buyers expect: quickly, clearly, and on their terms.
What Can You Do with MySales?
Insurance carriers use MySales to:
- Deliver modern, intuitive buying experiences
- Accelerate the sales cycle and reduce manual work
- Increase conversion across all distribution channels
Every experience is configured around your products, processes, and distribution model. Your team controls the entire sales journey, from first quote to final submission.
For Life Carriers
MySales supports both agent-assisted and direct-to-consumer life sales. Suppose your team is rolling out a new term life product targeting younger families. With MySales, you can launch a digital application journey that adapts based on age, surfaces eligible riders, pre-fills forms with CRM data, and routes leads directly to licensed agents by state.
Agents work from branded portals with built-in quoting flows and product logic. Meanwhile, customers get a seamless, guided experience on desktop or mobile devices.
For P&C Carriers
In personal or commercial lines, MySales simplifies quoting, streamlines intake, and highlights upsell opportunities. For example, a customer shopping for auto insurance can enter basic info, and MySales will pre-fill fields with third-party partner data (e.g., VIN or driver's license), adjust coverage by ZIP code, and suggest add-ons like roadside or umbrella coverage.
Agents and MGAs benefit from workflows that apply business rules by risk class or industry type, with data passed directly to your existing systems—no rekeying required.
For Fraternal Organizations
Fraternals need to deliver simple and easy experiences without overhauling legacy systems. MySales lets you launch branded portals with quote-and-apply flows tailored to your membership structure. You can route leads by lodge or region, enforce eligibility rules based on membership status, and simplify guaranteed issue product flows.
Younger members can apply online with ease, while field agents continue supporting more complex products—all within the same digital experience framework.
Control Your Sales Experience with XPerience Studio
Every MySales experience is completely configurable and launched through XPerience Studio, the no-code engine behind the ManageMy platform.
Inside XPerience Studio is where your teams:
- Connect to CRMs, rating engines, and policy admin systems
- Design and launch branded quote-and-apply workflows
- Set product logic, eligibility rules, and lead routing
- Update content, flows, and visibility without waiting on developers
Most importantly, it’s not one-size-fits-all. It’s your distribution model, your product structure, and your brand—configured the way you need, and ready to go when you are.
Don’t Rebuild Everything. Just Fix What Matters.
You don’t need to replace your core systems to transform how you sell.
With MySales, you can modernize your digital sales experience fast. Agents are empowered. Customers convert quicker. And your team can move without getting stuck in IT queues.
Let’s talk about how you can quote smarter, sell faster, and close the gap between expectation and experience.