Time-Saving Features for Agents

Side-by-Side Comparisons

Agents can compare product quotes or product features on 1 page - to quickly see how the products stack up.
View Quote Comparison *
View Feature Comparison *

Time-Saving Tools

• Compliant Ledgers - link directly into Winflex to view/print compliant ledger with one click - must have Winflex subscription Learn about Winflex
• Integrated Forms - get the right forms packaged together with one click - available for a minimal cost. Learn about Forms
• Professional Report Package - save, print or email business quality PDF reports. View Sample Report
• Detailed Product and Company Information -View Sample
• Underwriting Tools - carrier-specific underwriting guidelines, plus Help-Me-Classify simplifies tobacco classes.
• Easy Quote - a quick comparison with minimal input. View Input Screen
• Filter Products Easily - filter by Guaranteed Level Period, Return of Premium, Carrier Ratings and more.
• Life Needs Calculator - Quickly assess clients' needs

* (PDF reports - must have Adobe Acrobat)