Insurance Toolkits
The #1 sales platform for simplified issue insurance products.
Overview
Insurance Toolkits is an all-in-one software solution designed for agents selling Final Expense, Term Life, Medicare Supplement, and other simplified issue insurance products. It combines an underwriting tool, a quoter, a CRM, and a point-of-sale (POS) system into a single platform. The software aims to help agents run their business more efficiently by providing all the necessary tools in one place.
✨ Key Features
- Underwriting tool
- Quoting for simplified issue products
- CRM
- Point-of-sale (POS) tools
- Lead Platform
🎯 Key Differentiators
- All-in-one platform for simplified issue products.
- Integrated underwriting and quoting tools.
- Affordable pricing.
Unique Value: Provides a complete and affordable sales platform for agents selling simplified issue insurance, combining all the necessary tools into one system.
🎯 Use Cases (3)
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Agents selling property and casualty insurance.
- Agents who do not sell simplified issue products.
💻 Platforms
🛟 Support Options
- ✓ Email Support
💰 Pricing
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