Ensight

Cloud-based digital sales acceleration platform for Life, LTC, and Annuity insurance professionals.

Distribution & Sales Growth Bootstrapped

Overview

Ensight is a cloud-based sales acceleration and enablement platform serving the Life, Long-Term Care (LTC), and Annuity insurance industries. The platform is used by carriers, broker general agencies (BGAs), and financial institutions to modernize quoting, streamline case design, and improve sales productivity. The company is headquartered in San Diego and has been operating since 2013.

The platform provides digital quoting, interactive client presentations, and AI-assisted sales tools delivered as a SaaS application. In November 2025, Ensight launched ENSI, a generative AI-powered sales assistant built on Microsoft OpenAI/GPT and Azure infrastructure that enables voice- and text-based interaction for creating proposals and illustrations across Life, GUL, and IUL products. The platform integrates with more than 400 products from 30+ carriers.

Ensight serves over 1,000 US distributors and insurers and reaches more than 200,000 financial professionals annually. The platform processes more than 7 million illustration quotes per year across Life and LTC products. A notable integration with Luma Financial Technologies was announced in March 2025, expanding the platform to include unified annuity, life, and LTC sales workflows.

Products & Services

ENSI -- AI-Powered Sales Assistant

ENSI is a generative AI-powered sales assistant launched in November 2025. It supports text-based and voice-activated interactions to create proposals, quotes, and illustrations.

Key Features

Voice-enabled and chat-based interactions available 24/7
Rapid illustration generation for Term Life, GUL, and IUL products
Automated presentation generation from email and quote form inputs
Reduces quote turnaround time by over 90% in select scenarios
Support for 30+ carriers and hundreds of products

Target Users: Insurance wholesalers, broker-dealers, BGAs, and carrier internal sales desks

Intelligent Quote

Streamlined digital quoting engine for complex life insurance products with real-time carrier integrations.

Key Features

Multi-carrier quoting in a single workflow
Real-time integrations with carrier illustration systems
Support for Term, GUL, IUL, and LTC products

Target Users: BGAs, IMOs, and carrier distribution teams

Sales Stories

Digital sales playbooks and interactive presentations for wholesaling teams and agents.

Key Features

Compliant illustration delivery in digital format
Product comparison and concept presentation tools
Shareable electronic presentations for prospects

Target Users: Wholesalers, agents, and financial advisors

Presentations

Interactive illustration experiences and dynamic client-facing presentations.

Key Features

Carrier illustration integration
Electronic sharing and tracking
Customizable for carrier branding

Target Users: Field agents and financial professionals

At a Glance

Founded: 2013
Headquarters: San Diego, California
Employees: 11-50
Funding: Bootstrapped

Category & Focus

Category: Distribution & Sales
Subcategories: Sales Enablement Digital Quoting Illustration Tools AI Sales Assistant
Insurance Verticals: Life & Annuity
Target Customers: Carriers, Brokers, Agents/Agencies