Get an Instant Quote
New Year, New Updates!
Clients are Now People! New Search Features!
Efficiency Updates Galore
Efficiency updates from quoting directly on a client to making the task board easier and faster to use.
New: Client Brief, Quoting Improvements + More
We've added a quick way to store unique client details, a couple of improvements to quoting, and new options for the Activity Report.
New Final Expense Workflow Added
Final Expense producers have a different workflow, and we’ve reflected that in our new Final Expense task board
County Added to MAPD Quotes and Context-Aware Account Searches
Now quote MAPD policies by county, and better account searches
AEP Ready: Medicare, Tobacco and SSN Fields Added
We're AEP ready so you can be too. Check out the first in a few updates we'll be rolling out in the coming weeks to improve quoting.
Streamlining Products = A Faster Process for You
Making it easier for you to keep track of product/plan details ahead of AEP.
New Release: 07.13.2020
Our new release is all about fast conversions - click here to learn more about what's in this iteration.
Quote Like a Pro
Quote smoothly to bring a new level of confidence to your client consultations, whether a planned presentation or ad-hoc.
Leads: The Need for Speed
Acting on leads quickly can boost conversion. We'll share best practices to ensure it happens.