Insurance Quoters

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.

insurance Financial calculators
sales Call scripting

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.

Underwriting guides & suitability worksheets
health screening & quoting tools

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.

policy service forms
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