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XPerience the Difference

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Built for Modern Distribution

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Sell Faster
 
Launch quote-to-issue journeys with no dev required.
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Sell Smarter
 
Give agents the tools to quote, upsell, and cross-sell with speed & precision.
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Sell Everywhere
 
Power digital experiences across customer, agent, and partner channels.

Sell more on your terms

Guide every customer from quote-to-issue with configurable logic, data connections, and workflow design — no code required.

Product Configuration

  • Connect to your existing core systems or CRM to personalize experiences
  • Configure rules, pricing, and eligibility logic
  • Control visibility by geography, customer segment, or distribution channel
  • Make changes in hours, not weeks

 

XPStudio Mockup_P&C Claims Workflow + Product

Personalized Sales Journeys

  • Design every step of the sales process with a drag-and-drop interface
  • Create guided quote and apply workflows
  • Trigger forms, documents, and decision logic without writing code
  • Start from a template or create custom flows for different channels, products, or personas

 

XPStudio Mockup_Life Customer Portal Health App

 

Customer Portal

  • Let customers compare and apply for products in a branded, guided experience
  • Trigger quoting, prefill, and document workflows directly from the portal
  • Capture data and preferences to inform upsell opportunities and follow-ups

 

Term Life_Claims_MockUp

 

Agent Portal

    • White-labeled to match your brand & business
    • Empower agents to quote, illustrate, and bind
    • Embed product rules, upsell prompts, and required docs along the way
    • Auto-assign leads based on region, license type, product line, or agent expertise
       

       

      Agent Portal

Purpose-built for insurance sales

  • Support any sales strategy—agent-assisted, DTC, or hybrid—across life, annuity, and P&C
  • Launch new products faster with configurable rules, eligibility logic, and channel controls
  • Adapt to regional regulations, product nuances, and distribution models
  • Equip teams with guided tools that surface the right product, prompt, or form at the right time
  • Optimize conversion and advisor follow-up with embedded tracking and sales intelligence
Application Submit

Works with your systems
Controlled through XPerience Studio

Portal Configuration_video
Empower your core. No rebuilds required.
 

MySales easily integrates with policy admin systems, rating engines, CRM tools, and data sources. Control your digital experience layer without IT bottlenecks.

  • API and webhook-ready for real-time data sync
  • No-code data mapping and transformation
  • Compatible with legacy and modern systems
  • Easily connect to rating engines and CRMs to prefill, price, or guide product selection
  • Configure sales logic, workflows, and branded experiences directly in XPerience Studio
Whether you’re launching a new product or optimizing existing workflows, MySales helps you iterate and sell faster.
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