FOR INDEPENDENT INSURANCE AGENTS
Branded, bundled quotes for ancillary products — in 30 seconds or less.
Quote each product side-by-side from multiple carriers — bundled into three plans your clients actually understand. Works for Medicare beneficiaries and under-65 clients. PDF and email delivery built in.
Quote to their budget, not just a benefit
Your client says “I’ve got $80 a month.” Type it in. The engine picks the coverage, carriers, and riders that get there — and every pick stays fully editable, so you can adjust any carrier, benefit, or rider and watch the premiums update instantly.
Answer “why this carrier?” in one click
Open the compare panel on any product and every carrier you sell lines up side-by-side — premium, benefits, riders, waiting periods, guaranteed-issue ages. A short “why this one?” line explains the current pick. Swap to a different carrier with one more click when the client prefers it.
Client-safe screen shares, one toggle
Agent view packs in the sales-side detail — annual commission projections per bundle, tier targets, and conversation starters that make explaining indemnity plans feel natural. One toggle drops all Agent jargon for a clean client-facing quote. Turn the laptop around with zero anxiety.