About InsuranceToolkits (FexToolkit)
Leave the underwriting to us! InsuranceToolkits is an underwriting, quoting, and sales tool suite designed for final expense insurance agents. FexToolkit, TermToolkit, and MedSuppToolkit Quoter:
Leave the underwriting to us!
InsuranceToolkits is an underwriting, quoting, and sales tool suite designed for final expense insurance agents.
FexToolkit, TermToolkit, and MedSuppToolkit
Quoter:
Never rely on cheat sheets or chat rooms ever again. With InsuranceToolkits you can quote, underwrite, and per-qualify your prospects all on one platform. Get fast and accurate quotes at the click of a button. Enter your clients' drugs and health conditions and answer the on screen questions. InsuranceToolkits will take care of the rest returning a list of companies that the client qualifies for along with other information that will help you make the sale.
Are you a new agent? InsuranceToolkits will help you understand why certain drugs and conditions change the results of a quote. The underwriter provides a list of reasons as to why the results appear as they do.
Quote Compare:
Our Quote Compare tool lets you instantly run three quotes side-by-side, allowing you to avoid slowly compiling several quotes one at a time to show your client. After underwriting your prospect, you can even push their information directly over to the Quote Compare tool to create a seamless underwriting-to-quoting experience at the point of sale.
Drug Lookup:
Need to quickly lookup a drug or combination of drugs? The drug lookup tool is a quick and easy alternative to the quoter and underwriter. Lookup combinations of drugs and receive a list of companies and the coverage available given your client's drug combinations.
Health Cheat Sheet:
Need to know where to place a condition or combination of conditions? The health cheat sheet is a fast way to check underwriting parameters on a variety of health conditions and give reasons why certain combinations yield the results they do.
CRM:
InsuranceToolkits comes with a built in CRM so that you can easily track your sales from a single place. Save quotes, take notes, and view monthly, quarterly, and annually sales statistics.
Jul 1, 2022
Version 2.0.15
Various performance improvements and bug fixes.
Previous Versions
Here you can find the changelog of InsuranceToolkits (FexToolkit) since it was posted on our website on 2021-12-17 04:05:49.
The latest version is 2.0.15 and it was updated on 2024-04-22 11:54:46. See below the changes in each version.
InsuranceToolkits (FexToolkit) version 2.0.15
Updated At: 2022-07-01
Changes: Jul 1, 2022 Version 2.0.15
Various performance improvements and bug fixes.
InsuranceToolkits (FexToolkit) version 2.0.12
Updated At: 2022-05-17
Changes: May 17, 2022 Version 2.0.12
Fixes date selector in the underwriting questionnaire
InsuranceToolkits (FexToolkit) version 2.0.11
Updated At: 2022-05-10
Changes: May 10, 2022 Version 2.0.11
Adding Quick Quoter (AKA Quoter Lite)
InsuranceToolkits (FexToolkit) version 2.0.7
Updated At: 2022-04-20
Changes: Apr 20, 2022 Version 2.0.7
The MedSupp update is here!
InsuranceToolkits (FexToolkit) version 2.0.6
Updated At: 2022-02-15
Changes: Feb 15, 2022 Version 2.0.6
- Drug lookup now auto fills 1/1/1990 for TermToolkit and 1/1/1955 for all other toolkits
- Adds validation for premium amount on quoter/underwriter tool
- Fixes keyboard focus behavior
- Other bug fixes and performance improvements
InsuranceToolkits (FexToolkit) version 2.0.4
Updated At: 2021-08-16
Changes: Aug 16, 2021 Version 2.0.4
- Small bug fixes
Disclaimer
Official App Store Link
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