Company Research Report

1. Company Overview

Name: Quility

Mission of the company:
Quility is committed to providing customized, affordable life insurance products and giving back to communities. The company's mission encompasses creating wholehearted culture by prioritizing community outreach, women+ empowerment, well-being, and personal growth.

Founded: 2020

Founders and Key People:

Brandon Ellison (Founder and CEO)

Casey Watkins (Founder)

Meredith Ellison (Founder)

Brian Pope (Founder)

Headquarters:
204 Whitson Ave., Swannanoa, NC

Number of Employees: Over 200 corporate staff, with thousands of agents operating nationwide

Revenue: No information is available

What is the company known for:
Quility is known for integrating intelligent automation applications and tailored insurance services to support all major modes of insurance distribution. It uses proprietary technology to simplify the process of securing life insurance for clients and agents and offers a variety of unique products and services that cater to different insurance needs.

2. Products

Navigator

Description:

A platform for agents to quote and sell insurance with access to Quility’s suite of proprietary digital insurance products.

Key Features:

Centralized quoting

Selling tools

Proprietary insurance product access

Switchboard

Description:

An automation tool for client follow-up, featuring built-in two-way texting, sales pipelines, and appointment scheduling.

Key Features:

Automated client follow-up

Sales pipeline management

Appointment scheduling

Quility HQ

Description:

An agency management hub providing support, training, and lead tracking.

Key Features:

Centralized hub for agency management

Lead and policy tracking

Training and support tools

Pathfinder

Description:

An illustration tool designed to eliminate objections, increase case sizes, and maximize conversions.

Key Features:

Comparative analysis of traditional plans to Indexed Universal Life policy (IUL)

Real-time tax exposure analysis

Visual representation of retirement plans over time

Interactive calculators (Indexing, Fees, Taxes, Average vs. Actual returns)

3. Recent Developments

Recent Developments in the Company:

Quility Acquires Ninja (August 2024): Acquisition of a SaaS platform to enhance engagement strategies.

Quility Launches New Whole Life Insurance Offerings (June 2024): Expanded product offerings on the Navigator platform.

Investment from F&G: Received significant investment to further growth and technology development (August 2023).

Launch of The Ripple Model™: An initiative focusing on creating holistic culture and community impact (November 2022).

New Products Launched:

Switchboard Funnel: Announced on September 12, 2024, as a streamlined sales and engagement platform for agents.

New Features Added to Existing Products:

Navigator Platform: Updated with innovative tech offerings to streamline agent workflows and improve client experience (December 2023).

New Partnerships:

Collaboration with SBLI and Afficiency: Launch of a simplified issue term product and the fully digital term life product, Quility Level Term (September 2021).

This report covers available data about Quility and is meant to provide a detailed and professional outlook on the company's structure, products, and recent advancements. Any missing information was noted as unavailable based on the provided data.