Life Insurance Quoting Software

Increase your advisors’ productivity with the tool that simplifies life insurance quoting and offers multi-product comparisons.

Make Life Quoting Easy

While the life industry has been slow to adopt technology, we are moving faster than before thanks to a series of trends forcing the issue. Distributor consolidation. Pressure from high interest rates. Millennials standing to inherit upwards of $30 trillion. Advisors need more information and faster workflows. They need a streamlined digital sales experience that earns new clients and keeps their satisfaction at high levels. Our multi-product, multi-carrier comparative quoting solution allows advisors to access everything they need in one holistic view. Life insurance product rates, carrier information, underwriting guidelines and more.

Find the Best Product for Clients

Advisors need to inform their clients to help them make a buying decision. They need to give clients the latest data and use automation to optimize the decision process. Our life insurance quoting software supplies detailed quote and product information so your advisors can reliably find the best product for their clients.

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Automate Health Class Selection

Our health analyzer tool reduces NIGOs by producing more accurate quotes as a result of automatically determining health class per carrier.

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Enjoy Cutting-Edge Features

Quote like a pro with the industry’s most robust functionality, including needs calculation, multi-face amount comparisons and advanced product filtering.

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Use Data to Your Advantage

Advisors can easily share quote information with clients and make the most of every sales opportunity with detailed quote analytics and reporting.

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Maximum Convenience for Producers

Advisors want a quick and simple way to sell. Our quoting solution offers the industry’s most advanced features in an easy-to-use package. Handle needs analysis, quoting, and submission inside an intuitive workflow from any device. Advisors can offer streamlined sales experiences, even when they can’t meet clients face-to-face.

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Easily Move from Quote to Submit

Allow your advisors to kick off the application process by digitally submitting quote and insured information with direct-to-carrier
e-tickets.

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Get Solutions Configured to Your Needs

Customize carriers, products, features and branding to fit your unique needs. Design the seamless process your producers want.

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Offer User-Friendly Experiences

Move through the life insurance quoting process with ease thanks to an intuitive, fully responsive user experience.

Faster Quoting

Streamline the life insurance quoting process and offer a better advisor and client experience. Increase productivity by running fewer and faster quotes. Reduce time quoting and increase time selling.

What Our Clients Say

Resources

Agency Life Quoter

Product Sheet

Build a Powerful Digital Sales Experience

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