FOR INDEPENDENT INSURANCE AGENTS
Branded ancillary bundle quotes, in 30 seconds.
Quote Cancer, Hospital Indemnity, Heart/Stroke, Dental, Home Health Care, and Short-Term Care 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.
Tier-target optimizer
Set monthly budgets for Good / Better / Best and the engine auto-strips or builds up coverage to fit — within ±$5 of target.
Compare drawer
One click per product line shows every carrier you sell side-by-side with premium, max benefit, riders, and a Why-this-one callout. Swap with one more click.
Client + agent views
Toggle between an agent view with commission and an client-friendly view for screen shares — your commission stays hidden where it should.