Sales Tools
Our embedded support materials guide you toward a more accurate quote.
Quoters
More products = more sales opportunities
Get instant results from seven embedded quoters – term life, universal life, and simplified issue/final expense.
Financial calculators
Chart a course for success
From wealth transfer and legacy planning to retirement planning with qualified assets, our calculators help you provide instant insight for your clients’ unique financial situations.
Call scripting
Guidance when you need it
As you go through the quote path, Insureio’s built-in scripting walks you through introductions, disclosures, and more, making sales simple from start to finish.
Underwriting guides & suitability worksheets
Answers at your fingertips
We embedded published carrier guides and our underwriter’s impaired risk questionnaires so you can answer tough questions on the fly without leaving the system.
Integrated health screening & quoting tools
Finding the right fit
The embedded XRAE form walks you through the collection and analysis of your client’s medical information, helping you navigate common underwriting considerations.
State- & carrier-specific PDF application & policy service forms
Linked for easy access
Complete a quote through our Sales Tools section, and you’ll be offered any available forms in PDF format to download, print, or email as needed.
