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Individual Quoting Tools:
This state-of-the-art tool allows you to streamline the processes from quoting, to application, to issue. Within just a few minutes, you can drop a permanent or term ticket and we then take it from here. Click the following link to see the next steps after a Drop Ticket is submitted: Next Steps (Client) and Next Steps (Advisor)
Quote Request Assistant
Our intuitive, all-in-one fact-finding tool allows you to get a better picture of what carriers may offer to your clients, including those clients who have complex a medical history/condition. The life quote fact-finder uses a simple questionnaire for cases of any size or complexity, and then intelligently determines the best quoting option - from an immediate online application via Drop Ticket, to more in-depth underwriting via an informal inquiry.
Launch Quote Request Assistant:
Applications & Service Forms Database
Through the iPipeline database, you have access to a wide variety of service forms and applications that are ready to be used for your client.