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Insurance Toolkits

The #1 sales platform for simplified issue insurance products.

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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)

Underwriting and quoting simplified issue life and health products. Managing client relationships. Streamlining the sales process for final expense and Medicare supplement insurance.

💡 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

Web

🛟 Support Options

  • ✓ Email Support

💰 Pricing

$39.99/mo
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