Apeironix and Advisors: Working and winning together.
Apeironix, our pioneering platform, enhances and supports—but will never replace—our national network of licensed insurance advisors. Because at Triforta, people will never go out of style; real, live experts will never become outdated. Never. Ever. People will always and forever matter, and they will always and forever be the heart and soul of the insurance industry. That’s one of the many, many reasons why Triforta prioritizes its people, always. (And, truth be told, an agency’s people often determines whether or not Triforta extends an invitation to become an equity partner or partner agency.)
Apeironix accommodates advisors
who specialize in virtually any and
all insurance product lines.
Innovating, together.
At Triforta, people work in tandem with our proprietary platform. Together, the data, analytics, and insights of Apeironix and the intuition, experience, and expertise of advisors identify and innovate intelligent, data-driven solutions across the insurance spectrum. From commercial and employee benefits packages to personal lines of coverage, Apeironix accommodates advisors who specialize in virtually any and all insurance product lines.
So if your book of business is exclusively agriculture or building trades or mid-sized corporate employee benefits, Apeironix houses the exact features you want and need! And if you specialize in luxury property coverage or risk management or retirement planning, or if you excel in workers’ compensation or cybersecurity, Apeironix houses the exact features you want and need, too!
Intrigued? Curious? Want to learn more? Great. We encourage you to explore what’s just a handful of the near countless features and functionalities of Apeironix.
Yes. Apeironix is beyond belief.
With so many features and functionalities, it easy to disbelieve a platform like Apeironix exists. But exist it does, and we’d be forever grateful for the opportunity to show you how it works. Triforta CEO and founder, Rodney Mattos, likes nothing more than meeting in person or Zoom meetings or really any kind of meeting he can show all Apeironix promises.
Apeironix Advantages.
Triforta’s proprietary platform, Apeironix, is chock-full of features to cultivate clients and enhance existing relationships. Apeironix is turbo-charged with functionalities to make it hassle free and user-friendly. Apeironix liberates agency leaders and producers from traditional IT burdens, such as: on-site hardware upkeep; recurring maintenance expenses; and staffing dedicated support staff. Triforta equity partners and partner agencies enjoy carte blanche access to all platform updates and a promised 99.9% uptime. And there is, of course, so much more.
Super duper user-friendly.
Did we mention how Apeironix is so user-friendly that even your agency Luddite (or two) will thank you for transitioning your business to this platform? Well, if that was already said, we apologize for being repetitive. But Apeironix really is that easy to use. No coding skills required. The drag-and-drop interface let’s you: set up rules and automations; design ‘if-then’ scenarios, customize dashboard; design page layouts; add or delete fields; and whatever else you want to do. No coding skills required!
Self-reporting reports. (Seriously!)
Of course Apeironix houses hundreds of report templates to quickly create elegant client reports. Or if you prefer customizing your reports with hand-selected data from any field across the entire platform. Easy-to-create, data-driven reports empower you to explore your sales quarter or your entire business or your clients year-to-date claims or just about anything you need to know where to reduce frictions and inefficiencies and where to capitalize on opportunities.
Empowering Employee Benefits.
Calling all employee benefits specialists! If you love growing and maintaining your client roosters but dread the multi-step, lengthy sales process, manual data entry, and other tedious tasks that seem endemic to employee benefits, Apeironix will change your world for the better. Built on the power of Salesforce, the world’s leading CRM, Apeironix consolidates data and workflows to eliminate inefficiencies and save you precious time.
Apeironix also integrates quote engines and customizable policy libraries with Outlook, and that means generating client-branded quotes and proposals takes minutes. Sharing documents with clients is automated, too. And because Apeironix is a cloud-based platform, both you and clients have 24/7 account access. Best of all? Apeironix gives you the power of Salesforce without the Salesforce costs.
Painless invoicing. For your agency.
Nothing cuts into profits more than time wasted. And one of the ways in which agency leaders and top producers waste time is: generating inaccurate invoices; sending invoices to wrong recipients; and chasing down timely payments. No more. Never again. Apeironix automates financial processes—AP & AR included—that, in turn, increases agency and producer efficiency, decreases expenses, and improves EBITDA.
Long story short: Businesses that capitalize on the platform’s agency bill functionalities enjoy higher profit margins, increased liquidity, significant cost savings, and more free time to make real client connections.
Painless payment portals. For your clients.
For clients, Apeironix upgrades payment processes into modern digital checkout experiences designed to accommodate account payment preferences, be it credit/debit card, ACH, or wire transfers. You set the rules, which can include autopay and payment reminders to name a few. And SOC 2 certification means you’ll never lose sleep fretting about payment and data security.
Hassle-free payment options. Also for your clients.
Pay-in-full and financing options are built-in to a sole checkout screen. With the click of a button, clients can e-sign financing contracts, saving you from back-and-forth emailing. Financing term adjustments can be made electronically and automatically, reducing (or entirely eliminating) time-consuming phone calls and those tedious phone tag games Payment reminders and payment statuses are also automated, allowing you to always be cognizant of your clients’ upcoming payment schedules.
Less paper. More money. More trees.
While your clients enjoy hassle-free payments and hassle-free changes to financing, you’ll enjoy the higher profits that come hand-in-hand with reduced paper work. And Mother Earth will thank you for the reams and reams of paper you’ll no longer generate (or purchase)!
Agency A/P paid on time. Every time.
Now that we’ve erased the friction between accounts receivable and client payments, it’s time to do the same for agency accounts payables. Apeironix allows you to automatically pay carriers and wholesalers when policies are sold. Automating this back office function reduces administrative expenses and, as we all know, lowered costs are higher profits! (And happy, happy carriers and wholesalers!)
Increase revenue? Prove it!
Triforta has been promising Apeironix will increase agency revenue and producer earnings. But we understand if you need to see it to believe it. That’s why we’re more than happy (we’re elated) to give live demonstrations of Apeironix.
Insane amounts of actionable intelligence.
Apeironix is a cloud-native platform and that means the actionable intelligence it generates is accessible to producers, agents, c-suite, and even clients from any device anywhere in the world you can connect to the internet. Real-time data analysis translates into agency- and client-specific insights that drive sage business decisions and cement agency-client relationships.
Must-have big data. Parlayed into real-time analytics.
Actionable intelligence is more than a mere market buzzword. Actionable intelligence is must-have big data that is explored and then parlayed into real-time analytics that, in turn, morphs into the actionable intelligence we’re talking about:
The actionable intelligence that open portals into prospective and current clients’ data universes.
The information that influences decisions, big and small.
The micro and macro stories about a specific organization in a dedicated industry, told in real-time and as the likely outcomes of certain new reforms or all-but-guaranteed regulations and the risks of both (or none).
Platform-produced distilled
data, analytics, and insights
empower you to deliver
bespoke client experiences.
Weaponize data. Win accounts.
In today’s cutthroat insurance industry with the seemingly nonstop new insurtech platforms, agency leaders and top producers must differentiate themselves. And nothing screams “I’m different! I’m better” than transforming data points into sophisticated, astute insights. These insights, generated by our proprietary platform, Apeironix, differentiate you and your agency. The sheer volume of data that’s meticulously analyzed and distilled are designed to be weaponized and used as needed in those ever-growing epic business battles. The types of insights—the weapons—you prefer are the ones you use (leave the ones you don’t like!), enabling you to customize and enhance every step of the sales and service workflows.
Data-inspired insights for cultivating client relationships.
Apeironix houses potent analytical tools that decipher big data into actionable intelligence. The platform-produced distilled data, analytics, and insights empower you to deliver bespoke client experiences at every phase of the insurance distribution lifecycle for all insurance functions. Customized policy recommendations. Risk management counsel. Claims advocacy. Contract reviews. Workplace compliance guidelines. Whatever your specialty area, Apeironix will enhance your sales and retention capabilities. All achieved by zeros and ones. Lots and lots of zeroes and ones!
Dynamic dashboards customized for. . .
The breadth, depth, and scope of Apeironix dashboards are as broad, deep, and all-encompassing as the data being shared. The actionable intelligence and data analysis produced by the hundreds of thousands (millions!) of data points within Apeironix become the lights informing and illuminating sage agency-wide business decisions. While unique client-specific actionable intelligence and data analysis discern the smart policy solutions from the crowded carrier field. And each actor—agency, agent, advisor, and account—can easily custom-design their dashboards to feature only the most meaningful and insightful big data for that actor.
…accounts
Apeironix’s rich, data-centric insights were designed to amplify the uniquely human dimensions of singular insurance agencies because at Triforta, one sizes does not fit all. That’s why our dashboards come in all shapes and sizes and all kinds of different data points. But every dashboard is easy-to-understand, allowing producers and agents to guide clients through the labyrinth of coverage options and to identify the best data-supported solutions. Our dashboards, with their industry-inspiring analytics and insights, transform agency-client touchpoints into thoughtful, highly personalized consultations that, in turn, inspire trust and nurture resilient relationships.
…and agency leaders.
In almost an instant, c-suite executives can produce graphs portraying real-time client retention rates or newly procured policies. Brokers and producers can get expedited sales trajectories reviews and always-accurate accrued commissions reports. At all times, agency proprietors set the rules. Leadership determines who can view which specific data sets and analysis to ensure the right information reaches the right people at the right time. Every time. So while Apeironix will become akin to your right-hand, you’ll always be in charge of your agency and people.
Smart insurance. Yes, please.
In this day and age, it would be foolish to run from technological advancements. Even if we want to. But Triforta promises that the route to smart solutions is paved with its easy-to-learn proprietary platform, Apeironix. And it really is easy. Let us show you exactly how easy it is.
CAPABILITIES
"TRIFORTA" is a registered trademark employed by the TRIFORTA Partners group of companies. All insurance offers, requests, and guidance provided through this website are delivered by licensed affiliated insurance producers of TRIFORTA, namely Elite Consulting and Insurance Services and Rodney Mattos. No offers, requests, or guidance are extended through this website in any state where one of the aforementioned TRIFORTA licensees lacks the required license. For a comprehensive list of all relevant license numbers in each state, please refer to our License Page.
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