Hi Everyone,
I am looking for a quoter that agents can use in the field to help narrow down best carrier options/products based on age, health criteria, and build chart. I am looking specifically for something that takes alot of the guessing game out of which carrier to quote for new agents in the field. I understand there is no perfect solution that will be able to cover every scenario but looking for a detailed software that takes the client's data and matches it with a carrier and product that we have a higher than average chance of getting approved with. Looking for Term, WL/IUL, and FE product solutions. Is there anything out there that exists?
TIA
-JK
I am looking for a quoter that agents can use in the field to help narrow down best carrier options/products based on age, health criteria, and build chart. I am looking specifically for something that takes alot of the guessing game out of which carrier to quote for new agents in the field. I understand there is no perfect solution that will be able to cover every scenario but looking for a detailed software that takes the client's data and matches it with a carrier and product that we have a higher than average chance of getting approved with. Looking for Term, WL/IUL, and FE product solutions. Is there anything out there that exists?
TIA
-JK