Step 4: Download Underwriting Toolkit and Quoting Tools
Utilize the underwriting toolkit and carrier quoting tools for appointments.
Underwriting Toolkit
- Equis Financial has partnered with InsuranceToolkits to provide you with state-of-the-art underwriting technology.
- Utilize the toolkit on every appointment for hassle-free underwriting.
- Watch this tutorial to learn how to use the underwriting toolkit.
Foresters
- Quoting tool for FORESTERS:
- Strong Foundation Term
- Smart UL Simplified
- PlanRight Final Expense
- Bright Future Children's Policy
- Bookmark the link below.
American Amicable
- Quoting tool for AMERICAN AMICALBE:
- Home Protector Term
- Easy Term (No Mtg Requirement)
- Senior Choice Final Expense
- Survivor Protector (Decreasing Term)
- Bookmark the link below.
Mutual of Omaha
- Quoting tool for MUTUAL OF OMAHA:
- Term Life Express
- Guaranteed Universal Life Express
- Children's Whole Life
- Living Promise Final Expense
- Guaranteed ADvantage (Standalone Accidental Only)
- Bookmark the link below.
Columbian Financial Group
- Quoting tool for CFG: YOU MUST DOWNLOAD FINAL EXPENSE APP AND SIMPLIFIED TERM APP TO YOUR PHONE. 2 SEPARATE APPS.
- USE THE PASSWORDS PROVIDED ON THE QUOTING TOOLS TAB
- Safeshield Simplified Issue Term
- Dignified Choice Final Expense WL
- Bookmark the link below.
Americo
- Quoting tool for AMERICO:
- Term 100, Term 125
- Term CBO (Return of Premium Product)
- Term Payment Protector (Decreasing Term Product)
- Eagle Premier Final Expense
- Term ADB (Accidental Policy Only)
- Bookmark the link below.
