Discovery 🔬

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Your first meeting with the client can be done on the fly. 

 

dingo helps you aggregate all the basic information needed for a quote and builds a profile based on income, occupation, and other demographic information.

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Impact 🧠

 

​Most clients aren't truly perceiving the risk exposure of a long-term medical leave. 

 

dingo guides your presentation through the tough questions like:

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• "How long can I self-fund?"

• "What share of my expenses do I need covered?"

• "How does this impact my long-term financial future?"

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Navigate ⚡

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You will know where you stand by the end of the first meeting. 

 

dingo provides real-time, sample quotes tailored to client occupation, state, and benefit structure. 

 

dingo+ and dingoPro include a PDF-reading illustration comparison system that will display all your go-to carriers perfectly side-by-side with just a simple upload, saving you hours of time preparing spreadsheets for each case.

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Guide 🧮

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Surprises are great for birthdays—not for underwriting. Give your clients the gift of clarity and guide them through the implementation process.

 

Dingo helps you gather a quick and comprehensive medical screen to gauge whether or not the case is viable before application, minimizing adverse surprises for your clients and saving those important relationships.

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Onboard 🚀

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Dingo helps you pre-fill applications with Dingo's drop-ticket system. Faster. Cleaner. More secure.

 

Then you can take that protected data and enter it into any carrier e-app of your preference. 

 

From quote to inforce—Dingo’s status portal keeps everyone in the loop with 30+ steps in the sales cycle all transparently mapped.

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