Ensight
Ensight is a San Diego-based SaaS provider of sales enablement, multi-carrier illustration, and AI-assisted quoting platforms for the life, long-term care, and annuity insurance industries, serving carriers, distributors, BGAs, broker-dealers, and 200,000+ financial professionals.
- Company typePrivate
- Founded2013
- HeadquartersSan Diego, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Ensight does
Ensight, Inc. is a San Diego-based, privately held SaaS company that operates a sales and data acceleration platform purpose-built for the life insurance, long-term care (LTC), and annuity industries. The platform is used by insurance carriers, national distributors, broker general agencies (BGAs), broker-dealers and institutions, and individual financial professionals — with more than 200,000 financial professionals engaging the system across 600+ distribution partners running over 7 million Life and LTC illustration quotes annually. Ensight reports delivering over 40% time efficiency savings for sales-desk operations through its single-entry multi-carrier quoting workflow. The product architecture is anchored by the Ensight Platform, a multi-tenant cloud SaaS with API connectivity into CRM, eApp, and third-party financial planning platforms. Its flagship product, Intelligent Quote, simultaneously generates multi-carrier illustrations across Term, GUL, Whole Life, IUL, VUL, and Hybrid/Traditional LTC product classes and supports real-time, auditable Best Interest-compliant benchmarking. Surrounding modules include Presentations (interactive client-facing illustrations with engagement analytics), Sales Stories (digital playbooks), and Sales Concepts (including Inforce Policy Review). Most recently, ENSI extends the suite with an AI-powered sales assistant built on Microsoft Azure OpenAI using the GPT-4.1 model, translating voice or text prompts into structured quote inputs submitted to approximately 30 carrier pricing engines, with reported 50%+ reduction in quote/illustration turnaround. Pricing is quote-based, subscription-based, billed annually in advance per licensed user, with terms confidential. Distribution combines a direct enterprise sales motion (targeting carriers and large distributors) with a channel ecosystem — carriers list products on the Intelligent Quote marketplace, while BGAs, IMOs, institutions, and national distributors onboard their affiliated agent networks. The company is privately held with no disclosed funding rounds; the board includes founder/CEO Bill Unrue (formerly CEO of Anonymizer, later President of Abraxas Corporation), Chairman Rafael Pastor, and operators such as Dennis Clerke and Ernest Rady.
Ensight firmographics
Firmographics- Name
- Ensight
- Legal name
- Ensight, Inc.
- Website
- https://ensightcloud.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Ensight is a San Diego-based SaaS provider of sales enablement, multi-carrier illustration, and AI-assisted quoting platforms for the life, long-term care, and annuity insurance industries, serving carriers, distributors, BGAs, broker-dealers, and 200,000+ financial professionals.
- Ownership category
- akta.pro rank
Ensight industry classification
Industry- Product category
- Insurance Sales Enablement Software
- NAICS
- Software Publishers (513210), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)
- SIC
- Services-Prepackaged Software (7372), Insurance Agents, Brokers & Service (6411), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Policy Administration, Underwriting & Rating Platforms (Core Insurance SaaS) (FSAGAGAB)
- akta.pro secondary industry
- Data, Analytics & AI for Insurance (Risk, Pricing, Personalization) (FSAGAGAE)
Keywords
Where Ensight is headquartered
LocationHeadquarters
- HQ city
- San Diego
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Ensight business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations
Revenue model
- SaaS Subscription: Annual subscription-based SaaS model with monthly billing in advance. Payments must be made annually unless otherwise mutually agreed. User licenses are billed per authorized user in the Quote, with fees for additional services charged on an as-quoted basis.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Quote-based enterprise pricing |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels3 records
Ensight product offering
Product offeringCore offering
Ensight provides a cloud-based SaaS sales enablement platform for the life, long-term care (LTC), and annuity insurance industries. Its core offering, Intelligent Quote, enables single-entry multi-carrier illustration across more than 400 products from leading carriers. The platform is augmented by ENSI, an AI-powered sales assistant built on Azure OpenAI's GPT-4.1, along with interactive Presentations, Sales Stories, and Sales Concepts modules that streamline quoting, sales presentations, and Best Interest compliance.
Product overview
Ensight is a digital sales acceleration SaaS platform for the life, long-term care (LTC), and annuity insurance industries. The platform operates as a platform-plus-modules architecture anchored by the Ensight Platform (cloud infrastructure and API layer), with the core product being Intelligent Quote — a single-entry multi-carrier illustration platform supporting over 400 products across Term, GUL, Whole Life, IUL, VUL, Hybrid LTC, and Traditional LTC. The product suite is augmented by ENSI (an AI-powered sales assistant built on GPT-4.1 via Azure OpenAI), Presentations (interactive sales presentations with live illustration data), Sales Stories (digital sales playbooks), and Sales Concepts (including Inforce Policy Review and other planning frameworks). Together these products streamline case design and quoting (40%+ time savings), modernize wholesaling and product marketing, empower financial professionals with intuitive illustration and sales concept experiences, and provide real-time sales data insights and auditability for Best Interest compliance.
Differentiator
Problem solved
Functional benefit
Brands
- ENSI: AI-powered personal sales assistant for life insurance agents, financial advisors, and internal case designers that generates proposals, quotes, and illustrations via text or voice prompts.
- Intelligent Quote
- Presentations
- Sales Concepts
- Sales Stories
Products and services
- ENSI ENSI is an AI-powered personal sales assistant for life insurance agents, financial advisors, and internal case designers. Built on Microsoft Azure's OpenAI framework using GPT-4.1, it translates natural language voice or text prompts into structured quote inputs submitted to carrier pricing engines. It reduces quote and illustration proposal turnaround time by over 50% and calls 30 life insurance carrier engines across hundreds of products.
- Intelligent Quote The market-leading single-entry insurance illustration platform for Life and LTC insurance case design. Intelligent Quote enables users to enter client details once and instantly generate multiple carrier illustrations across different product types (Term, GUL, Whole Life, IUL, VUL, Hybrid and Traditional LTC) simultaneously, delivering over 40% time efficiency savings. It provides a fully auditable Best Interest-centric illustration process and supports product benchmarking on one platform.
- Presentations A digital, interactive sales presentation platform for wholesalers and financial professionals. Presentations uses live illustration data to visually evaluate, compare, and present Life, LTC, and Annuity products — enabling dynamic graphs, scenario comparisons, and product benchmarking. Presentations can be shared through a client-facing microsite and provide point-of-sale engagement analytics for compliance and books & records.
- Sales Stories
Quantifiable outcome
- Over 40% time efficiency savings for sales desk operations through single-entry quoting
- +3 more outcomes
Companies that use Ensight
Customer profileNamed customers13 records
Segments5 records
Ideal customer profiles4 records
Ensight technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability8 records
Feature5 records
Ensight partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core and flagship.
- CareScout Insurance CompanycoreCareScout Care Assurance, the inaugural LTC insurance solution from CareScout Insurance Company, is now available on the Ensight Intelligent Quote Platform. The partnership represents a milestone for CareScout, demonstrating rapid growth and strategy toward an integrated model for care planning, finding, and funding. CareScout policyholders gain access to a unified ecosystem combining financial protection, expert guidance, and connections to care providers.
- Allianz Life Insurance Company of North AmericaflagshipAllianz Life became the first carrier to offer select Fixed Index Annuities through the Ensight platform. The integration enables financial professionals to create customized, interactive presentations that illustrate how annuities can address client concerns such as retirement income, inflation, and healthcare costs, with personalized client content including interactive charts and lifetime withdrawal scenarios.
Scale indicators6 records
Recent moves4 records
Expansion highlights5 records
Ensight competitors and assessment
Company assessmentDirect peers
- Majesco: Majesco delivers cloud-based insurance software for life, annuity, and group carriers, including distribution and underwriting workflows that place it in the same insurtech platform category as Ensight.
- Equisoft: Equisoft offers life insurance digital transformation platforms including illustration, e-application, and advisor-facing tools that compete directly with Ensight's Intelligent Quote and Sales Stories products.
- Insurity: Insurity provides SaaS solutions for P&C and life/annuity carriers including quoting, policy administration, and digital distribution tools, making it a comparable insurtech platform serving insurance distribution ecosystems.
- Ebix (Life & Annuity): Ebix's life and annuity division provides end-to-end insurance SaaS including illustration engines and back-office platforms serving many of the same US carriers and distribution channels as Ensight.
- iPipeline: iPipeline is the most direct competitor to Ensight, providing a SaaS platform for life insurance quoting, illustration, e-application, and underwriting workflows serving carriers, BGAs, and advisors in the same product category.
- Sapiens: Sapiens offers life, annuity, and reinsurance software platforms including illustration and digital distribution components used by carriers that overlap with Ensight's quoting and illustration value proposition.
- EIS Group: EIS Group provides a core insurance SaaS platform used by life and annuity carriers for policy administration, underwriting, and distribution enablement; overlaps with Ensight at the carrier distribution layer.
Broad incumbents
- Verisk: Verisk is a broad data, analytics, and insurtech incumbent serving life/annuity carriers with industry data and analytics layers that complement or substitute for Ensight's benchmarking and carrier-data functions.
- Vertafore: Vertafore is a large incumbent insurance software provider whose agency, carrier, and rating solutions serve similar distribution workflows to Ensight, though it spans broader lines including P&C and benefits.
Emerging players
- TAI (Annuity Illustrator): TAI provides multi-carrier annuity illustration tools to financial advisors, addressing the same advisor-facing quoting and comparison workflow as Ensight's Intelligent Quote for the annuity product class.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Ensight social profiles
Digital presenceEnsight financial estimates
Financial estimateRevenue estimate
Valuation estimate
Ensight leadership team
Management profileNumber of profiles
Profiles8 records
Ensight funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Ensight M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Ensight
What does Ensight do?
Ensight provides a cloud-based SaaS sales enablement platform for the life, long-term care (LTC), and annuity insurance industries. Its core offering, Intelligent Quote, enables single-entry multi-carrier illustration across more than 400 products from leading carriers. The platform is augmented by ENSI, an AI-powered sales assistant built on Azure OpenAI's GPT-4.1, along with interactive Presentations, Sales Stories, and Sales Concepts modules that streamline quoting, sales presentations, and Best Interest compliance.
Is Ensight a public or private company?
Ensight is a private company. It is classified as family owned and is currently operating.
When was Ensight founded?
Ensight was founded in 2013. It employs 11 to 50 people.
Where is Ensight based?
Ensight is headquartered in San Diego, United States, in the North America region.
How does Ensight make money?
One revenue line is on record: saaS Subscription.
Who are Ensight's main competitors?
Direct peers on record are Majesco, Equisoft, Insurity, Ebix (Life & Annuity), iPipeline, Sapiens and EIS Group. Broad incumbents are Verisk and Vertafore. TAI (Annuity Illustrator) is listed as an emerging player.
Does Ensight have an API?
Yes. Ensight supports connectivity with CRM, eApp and other third-party systems through a modern API-based platform architecture. Third-party API partners include leading financial planning platforms. For enterprise partners, illustration, case management and inforce policy systems can connect through API services.
What industry is Ensight in?
Ensight's product category is Insurance Sales Enablement Software. Its primary akta.pro industry code is FSAGAGAB, Policy Administration, Underwriting & Rating Platforms (Core Insurance SaaS), with a secondary code of FSAGAGAE, Data, Analytics & AI for Insurance (Risk, Pricing, Personalization). Its NAICS code is 513210 and its SIC code is 7372.