Leave the underwriting to us!
InsuranceToolkits is an underwriting, quoting, and sales tool suite designed for final expense insurance agents.
FexToolkit, TermToolkit, and MedSuppToolkit
Never rely on cheat sheets or chat rooms ever again. With InsuranceToolkits you can quote, underwrite, and per-qualify your prospects all on one platform. Get fast and accurate quotes at the click of a button. Enter your clients' drugs and health conditions and answer the on screen questions. InsuranceToolkits will take care of the rest returning a list of companies that the client qualifies for along with other information that will help you make the sale.
Are you a new agent? InsuranceToolkits will help you understand why certain drugs and conditions change the results of a quote. The underwriter provides a list of reasons as to why the results appear as they do.
Our Quote Compare tool lets you instantly run three quotes side-by-side, allowing you to avoid slowly compiling several quotes one at a time to show your client. After underwriting your prospect, you can even push their information directly over to the Quote Compare tool to create a seamless underwriting-to-quoting experience at the point of sale.
Need to quickly lookup a drug or combination of drugs? The drug lookup tool is a quick and easy alternative to the quoter and underwriter. Lookup combinations of drugs and receive a list of companies and the coverage available given your client's drug combinations.
Health Cheat Sheet:
Need to know where to place a condition or combination of conditions? The health cheat sheet is a fast way to check underwriting parameters on a variety of health conditions and give reasons why certain combinations yield the results they do.
InsuranceToolkits comes with a built in CRM so that you can easily track your sales from a single place. Save quotes, take notes, and view monthly, quarterly, and annually sales statistics.
Various performance improvements and bug fixes.
Ratings and Reviews
Best final expense software!
I started using fextoolkit when I started doing telesales, it’s been great. I like the ability to store my clients directly in the Crm as well as the quote compare tool. Thank you for all your work on this, guys!
Best toolkit ever!
I love using this toolkit when I do in home presentations. It’s a quick process to find out what carrier to start quoting your client.
Very simple to use, and makes it easy to go straight to the eapp!
This app is so user friendly ! It gets your underwriting complete quickly. Then helps you move on to writing the application.
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- Usage Data
Privacy practices may vary, for example, based on the features you use or your age. Learn More
- Insurance Toolkits, LLC
- 57.3 MB
- Requires iOS 9.0 or later.
- Requires iPadOS 9.0 or later.
- iPod touch
- Requires iOS 9.0 or later.
- Requires macOS 11.0 or later and a Mac with Apple M1 chip.
- Age Rating
- © Insurance Toolkits, LLC