Through this acquisition, Simplicity is introducing Simplicity LifeLink, a life insurance sales platform for ages which transforms and accelerates the purchasing of insurance. This platform will be available to Simplicity’s independent agents, affiliated agencies, and contracted financial institution clients.
Plum Life’s co-founders, Manish Bhatt, Sanjay Mehra, Rahim Rajpar, and Amir Weiss, have become Simplicity’s newest partners.
Plum Life was founded in 2020, offering agents a digital selling experience and partnered with SBLI to offer coverage.
Bruce Donaldson, President and CEO of Simplicity, commented, “With the launch of Simplicity LifeLink, Simplicity positions its financial advisory clients to deliver the best service and best products in a way that is easy to understand and even easier to execute.”
Donaldson added: Simplicity LifeLink gives our agents the best tool to address this insurance shortfall and the opportunity to assist these American families with the delivery of sound, integrated, and automated holistic financial planning. We are thrilled to take this important step ahead and, at the same time, welcome Manish, Sanjay, Rahim, Amir and their team to the Simplicity Partnership.”
Manish Bhatt, CEO and Co-Founder of Plum life, also reflected on the partnership: “We are honoured to partner with Simplicity to develop LifeLink, an agent-first, life insurance technology platform that simplifies an agent’s sales process and allows them to focus on their client relationships.