Mountain Technology

• Do you need to get more organized?
• Need more time?
• Confused where to start?
• Sick of going to ten different locations for information you need?

Let Mountain Make It Easy

In our continued effort to provide the industry's best service, Mountain has developed your technology solutions. We don't shove a canned, one-size-fits all approach at you. Let us tailor our powerful systems and resources around your unique business. Mountain has built and continues to develop the systems for you.

Become more efficient, create more time and profit.

Best of all it's free to our agents! We won't nickel and dime you for technology solutions. Our goal is the same as yours: place more business in the most efficient manner.

Some of the features available to you:

• Single Sign On: Sign in once, access everything
• Electronic contracting
• Case status emails (when you want them, and where you want them)
• One-E-System
  • Live case status for Annuities, Life Insurance, Preliminary Underwriting, Life Settlements and MyConcierge
  • Mass Marketing Emailer
  • Auto Event Emails (Christmas, Policy Ann., Birthday, Case Status Events)
  • Fillable PDF Forms
  • Integrated Term Quoter
  • Integrated Paramed Orders
  • Customized Reporting
• Agent websites
  • Your own domain name
  • Built in term quoter
  • Email accounts
  • Seminar registration

We take underwriting to the highest level and consider ourselves your back office partner. All information is completely disclosed and shared, such as:

• All case notes
• Reports
• Offers (Life and Settlements)

Mountain has built our Technology with the same principals that have built our industry but have made the process much easier. We are not asking you to do anything you are not already doing, we are just asking you to do it only once. All systems are web-based and made with the highest level of security and speed. Improve your business dramatically with only a few steps.


Contact a Mountain rep to get started: (800) 377-6344 or Email Us

We operate with three major TOP principles:

• Transparent - Earning your trust through integrity, communication and full disclosure
• Objective - Searching for the best possible solution under your direction
• Professional - Working at the highest level of professionalism to facilitate every case