Modern Life Launches to the Public with $15M in Funding:
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We empower advisors

Supercharge your firm and empower your team to serve the most complex client needs with end-to-end technology and expert brokerage support.
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AS FEATURED in

High tech meets
high touch

We combined 10 legacy tools and workflows into one integrated platform to help you move faster and delight your clients.


Intuitive technology makes life insurance simple

Our thoughtfully designed brokerage platform helps you quote, apply, underwrite and manage your book of business.

Expert support for the most complex cases

Our team of advanced planning experts, underwriters, case designers and case managers provide concierge support for every client need.

Comprehensive suite of products for every need

We’ve built partnerships with 30+ leading national carriers. So you can offer clients comprehensive, quality products backed by the best.

Tools that help you move faster

Run permanent quotes in an instant, then share the results directly with your client. Have your clients complete medical intake on their own terms. Thoughtful design means a faster, easier client journey.
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Technology that feels familiar, yet unfamiliarly fast

Picture all of your clients’ case details in one place, with full visibility into requirements, underwriting offers, application statuses and documents, helping your entire team move together. Faster than ever.
  • Integrated, shareable client intake and fact finder
  • Simple, accurate quote and rating comparisons for term and permanent products
  • Transparent deal flows and relationship management tools

What makes us different?

Modern Life
  • Seamless digital experience that combines 10 legacy tools into one integrated platform
  • Intuitive, streamlined process; one place to quote, apply, track and manage cases
  • Dedicated team of experts that prioritizes quick turnarounds and client advocacy
  • Fast and fully digital applications and electronic policy delivery
Traditional Brokerages
  • Hard-to-use legacy systems, frequent rekeying, and disconnected data
  • Clunky and frustrating manual processes with many repeated steps and corrections
  • Transactional, slow service and ‘processing’ mindset
  • Chasing down stacks of paperwork and signatures
Modern Life
Traditional Brokerages
  • Seamless digital experience that combines 10 legacy tools into one integrated platform
  • Intuitive, streamlined process; one place to quote, apply, track and manage cases
  • Dedicated team of experts that prioritizes quick turnarounds and client advocacy
  • Fast and fully digital applications and electronic policy delivery
  • Hard-to-use legacy systems, frequent rekeying, and disconnected data
  • Clunky and frustrating manual processes with many repeated steps and corrections
  • Transactional, slow service and ‘processing’ mindset
  • Chasing down stacks of paperwork and signatures

‍Deep, technical expertise
in underwriting

Our team’s proactive philosophy yields results that advisors can count on.
  • Specialized technology to help you gather the right information up front
  • Thoughtful analysis and positioning through cover letters and narratives
  • Advocacy on your behalf to secure the offers that your clients need
  • Strategic negotiation for reinsurance and retention on jumbo cases
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Access to
30+ national carriers

Want to learn more about our insurance products?
Head to our insurance page for the details.
Access to 30+ national carriers including
Want to learn more about our insurance products?
Head to our insurance page for the details.
Modern solutions for
modern advisors
Here are just some of the reasons our advisors love us.
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“
Modern Life’s offering has been exceedingly helpful in streamlining the underwriting process and securing policies quickly.”
Scott DeSantis
CEO, Civic Financial
Modern Life advisor since 2021
“
Embracing technology allows advisors to streamline the buying process, leveling up life insurance capabilities and client satisfaction. Modern Life does it best.”
Jared Levy, CFP, ChFC
Founder & Managing Partner at Brix Partners
Modern Life advisor since 2021
①
Leverage data for detailed risk assessment
Streamline client onboarding. Use our fact finder to collect accurate client information and evaluate risk. Our platform generates instant, accurate ratings across multiple carriers, based on each client’s profile.
②
Receive tailored product suggestions
Make swift decisions with confidence. Generate permanent and term quotes instantly, then use our platform to compare results and share them with clients. Our experts are on hand to discuss advanced markets, underwriting challenges and sales strategies.
③
Make underwriting and placement a breeze
We provide underwriting advocacy and case management so that your case is covered from application to issue and delivery. All based on a simple, efficient digital application so you can skip the paperwork and re-entry.
Cover your clients in 3 easy steps
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Why work with
‍Modern Life

10
Legacy tools and offline workflows replaced
1
Integrated platform
+82
Net promoter score
1st
Percentile insurance industry customer satisfaction score
Still have questions?
Learn more about us
Get started with Modern Life as an advisor today
We combine sophisticated technology with expert support to empower life insurance advisors and producers. See the future of insurance brought to life.
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