Agent Resources

SIGN UP FOR YOUR FREE INSURANCE TOOLKIT

An all-in-one software suite to increase placement & persistency in your business!
Equis Agent's Insurance Toolkit

Download The Needs Analysis Worksheet

The essential tool to guide you in connecting, underwriting, quoting and closing business.
Needs Analysis Worksheet

Access Risk Analysis Resources

These tools and contacts assist you to properly evaluate the client's situation and identify the carriers and plans that they may qualify for.
Risk Assessment Resources

Carrier Quote Calculators

Quick access to many Carrier Quoting Apps and Sites. Quote simplified term, final expense, and some universal life products easily.
Carrier Quote Calculators

Download The CRM Brochure

Use this tool to find additional financial needs to serve the client will, with the help of a Retirement Solutions Specialist.
CRM Brochure PDF

Access the Medications A-Z List

Lookup any medications your client is or has taken, to help properly underwrite and successfully place coverage.
Medications A-Z List

Paper Applications Library

Download and print paper applications for face-to-face sales. Organized by state and carrier for quick location.
Paper Applications