FEX How it works
From storm to safe harbor in four steps
What setup is planned to look like once the service launches.
- Register on the registration page and choose Basic, Pro, or Premium (see pricing).
- Load your carriers on the carriers page: portal, writing number, and the contract terms (grace period, reinstatement, chargeback schedule) the analysis uses.
- Connect securely. Carrier logins are designed to go only into your own encrypted vault. Never email credentials to anyone, including us.
- Get your report. Basic covers carrier policy data, salvage lists, and lapsed policies. Pro adds AI review of your notes; Premium adds call transcripts and automations.
Supported carriers
- Accendo
- Aetna / CVS Health
- AIG / Corebridge
- American Amicable
- Americo
- Baltimore Life
- CICA Life
- Christian Fidelity
- Cincinnati Equitable
- Family Benefit Life (Trinity)
- Foresters
- Gerber
- Great Western
- GTL (Guarantee Trust Life)
- KSKJ Life
- Lafayette Life
- Liberty Bankers Life
- Lifeshield
- Mutual of Omaha
- Polish Falcons
- Prosperity Life
- Royal Neighbors of America
- SBLI
- Sentinel Security Life
- Sons of Norway
- Standard Life / ManhattanLife
- Transamerica
Optional uploads
- Book of business export (CSV or XLSX) from your CRM
- Carrier contracts or commission schedules (PDF), so lapse and chargeback rules match your terms