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Finalized HUB Propel Logo - Navyblue

Propel is available exclusively to HUB Advisors. This software tool provides access to your clients in-force policy information across multiple carriers.  It will improve efficiency in managing your in-force business, allow you to easily identify new opportunities within your existing book of business, and deliver customized, professional presentations for your clients. 

Key Features:
  • Recurring in-force policy feeds from major carriers
  • Client and policy management tools
  • Digital interactive sales presentations & quoting
  • Industry-compliant concepts & templates
  • Shareable needs analysis
  • LeadGen for generating new leads right from your website

$99
per month for one license

Get Started

$79
per month for each additional office license

Need support? We're here to help!

Contact HUB

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All your in-force policies at a glance

See all your in-force policies in one dashboard, easily filter policies by renewal, urgency, exchange opportunities, and more.

All your clients in one place

Up-to-date data feeds refreshing your in-force policy data. You have access to your whole book in one place. All client profiles have a list of all of their in-force policies, cases, and a secure document source to make compliance easy - even generate a policy summary of all their in-force policies quickly.

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Easy Insurance case creation

Easily create insurance cases with built-in rate integration from LifeGuide, or import carrier illustration spreadsheets directly. No matter if it is a term comparison or a complex whole life scenario - you can do it all.

Custom concepts

Quickly tailor any report with custom case concepts. Choose from a variety of templates in the Report Concept library dropdown to get presets like IFA, estate transfers or even term vs permanent cases.

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Find more opportunities

Your in-force policy information is fed directly into Propel powered by LDA and will be analyzed for conversion and exchange opportunities. You’ll be directly notified when an opportunity is ready for you.

Dynamic Insurance reports

Quickly create and share insurance presentations with clients directly or by a digital link. Track engagement with built-in heatmaps and case markers to see when and where clients spend the most time on the report.

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Insurance needs analysis

Integrated business and personal insurance needs analysis. Send to your clients or fill out together and present dynamically inside of their Insurance case report.

Custom LeadGen

Turn your website traffic into Insurance leads with the easy-to-install LeadGen widget. It will generate cases and notify you of all new leads.

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Advisor Testimonial:
Propel has been a game-changer for our business. It's professionalized our practice and led to us having a record year. The software is very easy to use, even for technically-challenged advisors like myself. Too many numbers and charts have usually led to confusion for our clients in the past. However, the illustrations that Propel produces provide a ton of clarity for my clients and are very easy to follow along for their accountants. I highly recommend Propel for all advisors taking the next step in their practice.
H. Sahi
Sahi Wealth Advisory Group Corp