Virtual Startup 4

Step 4

UNDERWRITING & QUOTING TOOLS

Utilize the underwriting toolkit and carrier quoting tools for appointments.

Underwriting Toolkit

Americo

  • Quoting tool for AMERICO:
    • Term 100, Term 125​
    • Term CBO (Return of Premium Product)
    • Term Payment Protector (Decreasing Term Product)
    • Eagle Premier Final Expense
    • Term ADB (Accidental Policy Only)
  • Bookmark the link below.

American Amicable

  • Quoting tool for AMERICAN AMICALBE:
    • Home Protector Term​
    • Easy Term (No Mtg Requirement)
    • Senior Choice Final Expense
    • Survivor Protector (Decreasing Term)
  • Bookmark the link below.

Foresters

  • Quoting tool for FORESTERS:
    • Strong Foundation Term
    • Smart UL Simplified
    • PlanRight Final Expense
    • Bright Future Children's Policy
  • Bookmark the link below.

Mutual of Omaha

  • Quoting tool for MUTUAL OF OMAHA:
    • Term Life Express
    • Guaranteed Universal Life Express
    • Children's Whole Life
    • Living Promise Final Expense
    • Guaranteed ADvantage (Standalone Accidental Only)
  • Bookmark the link below.

Columbian Financial Group (CFG)

  • Quoting tool for CFG: YOU MUST DOWNLOAD FINAL EXPENSE APP AND SIMPLIFIED TERM APP TO YOUR PHONE. 2 SEPARATE APPS.
  • USE THE PASSWORDS PROVIDED ON THE QUOTING TOOLS TAB
    • Safeshield Simplified Issue Term​
    • Dignified Choice Final Expense WL
  • Bookmark the link below.
Learn how to use the underwriting toolkit in your business!