Mobile App

“Quality Convenience in Your Hands”

From growing sales & Increasing leads to support & technology, we can provide the solutions to take care of your clients and any challenge you face.

What We Offer:


Life Quote Tool:

Easily Quote and Apply For:

  • Term, UL/GUL, and WL
  • Send quotes via Text & Email
  • Apply using Applicant

Quote Request Form

Submit quote requests easily. Our quote request tool asks the right questions needed for the product you’re looking to quote.

  • Life
  • LTC
  • Disability
  • Annuities
  • Health
  • Medicare (Referrals)
  • Group Life Settlements

Be confident that you are asking the right questions Additionally enjoy submitting your request using the Client Self Underwriting Tool.

Underwriting Tool

Showing an accurate quote for your clients is important and underwriting is a key piece in this. Enjoy using our web tool and Client Self Underwriting Tool.

  • Client Self Underwriting Tool sends an email “from you” requesting the client to complete their health information.

Medicare Quote Tool – CSG:

Compare:

  • Medicare Supplements
  • Medicare Advantage
  • Final Expense
  • Hospital Indemnity

Medicare Advantage & PDP Tool

Quote and Enrollment Tool for Medicare Advantage & PDP. Easily price out medications for all carriers.

  • Text / Email
    • Quotes
    • SOA
    • Applications

Micro Site:

Have the tools needed where you need them.  Either in your office or on the go you have tools to quote, submit requests, download / use marketing, and training tools

Resources

Marketing and Training resources are available on demand. You will have the resources you need to succeed. These tools and resources will continue to grow. Additionally, if you are looking to run a specific marketing campaign just reach out and we can help.

Community Facebook Group

A FB group where like-minded agents can get together, ask questions, and bend each other’s ears. Having a community that you can go to for support is helpful

Download Our Mobile App

With the convenience of our Mobile App, you can tackle your business goals efficiency and confidence!