Ensight

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.

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

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

• Insurance sales enablement
• Multi-carrier quoting platform
• Life insurance SaaS
• Annuity sales software
• Long-term care illustration

Headquarters

HQ city

San Diego

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations

Revenue model

1. 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

Go-to-market motion2 records

Distribution channels4 records

Marketing channels3 records

Core 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

Named customers13 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

AI capability8 records

Feature5 records

Partnerships

Two partnerships are on record, tiered core and flagship.

• CareScout Insurance CompanycoreChannel Partner/ Reseller/ Distributor · 23 April 2026CareScout 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 AmericaflagshipTechnology or Integration · 6 February 2026Allianz 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

Direct 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

• LinkedInlinkedin.com/company/ensight-cloud

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ensight