For Financial Advisors

Close more business by making exams easy.

Direct Paramed Scheduling Real-Time Booking Automated Client Updates

Give clients a scheduling experience that keeps sales on track by signing up for beta access to the system that works across Paramed Vendors and enforces Carrier-specific requirements.

Friction in exam scheduling is one of the biggest drivers of lost business in life insurance sales. Salus eliminates that friction and positions you to earn repeat business through best-in-industry customer experience.

Direct Scheduling

Book the exam while your client is in the room.

Book client exams directly with participating paramedical firms. No more waiting for a carrier to route an order or for a paramed to call your client from an unknown number.

White-Glove Treatment

A customer experience that builds long-term relationships.

Financial advising is a relationship business and Salus helps you maintain trust with customers. We do this by transforming exam management from a time-consuming black box into a fast, transparent process.

Improved Placement Rates

Close the biggest deal-killer in the life sales process.

Before Salus, a client says yes then waits two weeks for a phlebotomist to show up, draw a vial of blood, and ask a few questions. The wait is maddening, and an annoyed client walks. With Salus, the exam is done in days while the decision is still fresh.

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What changes when your book runs on Salus.

Real outcomes for advisors and the back-office teams keeping cases on track.

Booked in minutes

Exams scheduled on the spot, while the client is still engaged.

Higher placement rates

Reduced cycles time means fewer cases lost due to frustrated clients.

Clients who refer.

A fast, smooth exam experience reflects on the advisor who arranged it. Good experiences turn into referrals.

Make the exam the easy part.

30 minutes with our team. See how advisors book exams in real time, give clients a better experience, and close more of the business they've worked to win.