Build a Customized Agent Tool

Gain a distinct competitive advantage by providing custom technology, branded for your organization. From quoting tools and underwriting to analyzing current market trends, our suite of tools will provide the resources you need to be successful year after year.

Stay ahead of the curve by offering the tools no agent should be without. We provide the latest rates, product details, and market information. You recruit and retain more agents.

Custom Quoting Tool

Provide your agency with a distinct competitive edge. Get the latest rates, underwriting, and plan details – under your brand. Customize it further to include the products, carriers, and states you do business with.

Add on the mobile app option to give your agents the ability to quote on the go from their phone or tablet. We build and maintain this branded Android and iOS applications branded for you.

Individual Quoting Tool

The Market Advisor suite of quoting tools makes it easy for everyone from large companies to independent agents to provide accurate, up-to date quotes for all senior product lines.

If a customized agent portal isn’t what you are looking for, learn more about the strength of the Market Advisor individual quoting packages for your agency.

Consumer Quoting

Convert website visitors into Medicare Supplement leads. Provide your agents the ability to offer Medicare Supplement quoting capabilities to their customers. Information collected turns visitors into leads. This easy-to-use website plug-in is branded for each agent and customized with colors to match their website.

Create product interest

Include logo and custom colors

Select companies and states

Simple code requires minimal setup

Scope of Appointment Forms

Offer your agents a standards-compliant Electronic Scope of Appointment Form to simplify the first step in customer engagement in the Medicare Advantage and Part D sales process.  Upload, organize and manage other paper SOAs, related documents, or notes that need to be filed.

Market Pulse

Can’t find that industry document or carrier news release from last month? Feel confident that you have a tool that will find it for you. Keep your agency up to date and educated with current and future events. This platform also keeps a pulse on the market by providing access to thousands of insurance documents.

 

Data Feeds & API Access

Customizable data feeds are used by many of the industry’s leading companies. If you have your own IT team, just plug-in the the latest rate and underwriting data delivered for your specific needs. Get access to current and future rate data as often as you need it, or plug into our database through our secure API.

Range of Products

Select multiple product lines including: Medicare Supplement, Medicare Advantage, Final Expense Life, Hospital Indemnity, and Dental.

Customized for You

You tell us the products, states, and carriers you need access to and we’ll deliver as often as you need.