InsuranceToolkits (FexToolkit)
iOS Universel / Economie et entreprise
Leave the underwriting to us!
InsuranceToolkits is an underwriting, quoting, and sales tool suite designed for final expense insurance agents.
FexToolkit, TermToolkit, and MedSuppToolkit
Quoter:
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.
Quote Compare:
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.
Drug Lookup:
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.
CRM:
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.
Quoi de neuf dans la dernière version ?
Various performance improvements and bug fixes.
