Final Expense ToolKit

[SoCalAdvisor]

We are working to develop that as we speak.


We spent hours last week on American Amicable's products which is actually quite difficult since there is a lot of nuance criteria and it is not necessarily yes / no like final expense.

How many term products and carriers do you expect to champion in the initial role out? And are they all SI or FU as well?

 

[Baseball7]

It's going to come out with the major simplified issue products first.

 

[Tahoe Ray]

major simplified issue products first

Do you have a timeline for major fully underwritten carriers? I know that's tougher but is it at least on the radar for the next year or so?

 

[Baseball7]

That would be very complicated to do. But, I see us expanding as much as possible.

 

[Tahoe Ray]

That would be very complicated to do. But, I see us expanding as much as possible.

It would be ridiculously hard but anyone who writes a decent amount of term would probably pay 100+/mo for it if it was accurate.

I would.

"Quick quotes" aren't really "quick" these days.

 

[Baseball7]

You would be surprised how difficult it is to find per thousand rate sheets to build out the quoting system. If anyone can find that for Omaha GUL express you would become my favorite friend.

 

[FETalk]

For years the Final Expense crowd has used FEXQuotes, and even recently Best Plan Pro. But, but future is now and FEToolKit has created the best of both worlds.

Why should I switch?

FEX Tool Kit, runs basic quotes with more intuitive feature then FexQuotes
.....For Example it sub-divides smoking categories for products like Prosperity
......also payment options like direct express
......quicker to update changes in the industry, and more open to imput from agents and agencies

FEX Tool Kit, does underwriting assistance cleaner and easier then Best Plan Pro
.......you don't have to use the underwriting help but if you do it won't slow down your sale
......be assured the underwriting is verified by active agents and only software guys reading agent guides

FEX Tookit means for agents you'll never need to search a cheat sheet, or google a drug
FEX Toolkit means for builders you'll pay for peace of mind that if your agent has all the answers if your not able to answer the phone.

Feel free to reach out and I'll be able to get on Zoom and demo it for anyone.

Are you able to "embed" the FEX Tool Kit's quoter on your website like you can with FEXQuoter?

 

[HoosierLife]

Are you able to "embed" the FEX Tool Kit's quoter on your website like you can with FEXQuoter?

Yep

FE and Term Quoter

 

[Baseball7]

Hey all, we added the mortgage term products this week.

CFG, AmAm, Americo, Foresters and Omaha.

If there is a product you want that isn't there what we need is.

-per thousand rate books
-agent guide
-application

And we can likely add those as well.

 

[WinoBlues]

@Baseball7

> How do they define what is mortgage term products?

> Any time frame on adding Term and Gul?

Thanks