Field quoting for life agents
The all-new Insurance Toolkits is more accurate and more advanced than ever.
Now 50% off through the end of 2026.
Final expense, term and IUL quoting built for the phone. Enter age, face and health conditions — get a priced board at the tier the client actually qualifies for, with the underwriting notes that explain why.
Accounts are reviewed before rate data unlocks.
Integrated with Industry Leaders
Rates and rules from carriers agents actually quote
+ 45 more carriers
The toolkit
What is inside
One workspace for the three products telesales agents actually write.
Final expense board
Quote by face amount or by budget — premium mode solves the face each carrier gives at that monthly number. 35+ products across 20+ carriers, 40+ dated rate cards, most at single-age precision.
Underwriting by condition
Pick the client's conditions and the board re-ranks at the tier they actually qualify for. Level, standard, graded, modified, or GI fallback — with per-carrier notes.
Build chart lookup
Enter height, weight, sex and age to see which carriers rate preferred, standard, graded or decline by build alone. Catch declines before you quote.
Drug lookup
Prescription knockout mapping plus the Part 1 / 2 / 3 application structure, so you know what the app will ask before you dial.
Medical timeline
Log diagnosis dates and see which carriers still require a lookback, which have cleared, and how the event impacts the tier.
Severity scoring
Multi-question severity assessment for diabetes, cancer, heart events, COPD and more. Match the client to the carrier that is most lenient for their exact case.
Backdating
Enter how many years ago the policy was written and quote at their issue age on the rate card in force that year. Products that did not exist yet drop out.
Term ballparks
Monthly ranges from published market tables by age, sex, term, class and tobacco — plus the telesales carrier landscape.
IUL targets
Target premium ballparks in both directions, funding rules of thumb, and spec cards for eight telesales IULs.
Launch pricing
Get an account
Sign up in a minute. Rate data unlocks once your account is approved — everything is computed on our servers, so the underlying tables never reach the browser.
Agency
Includes 5 agent accounts
More accounts can be added at $14.97/account per month.
Request agency access