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Insurance Quote Engine

To maximize our ability to provide Advanced Case Design, every contracted agency in our network receives a free account with Broker Back Office which also includes login access for each agent in your hierarchy.

Broker Back Office Demo

We run our entire business through broker back office and the quoting function is excellent for agents to track their quotes and requests for all products:

  • Life insurance
  • Annuities
  • Long-term care
  • Disability
  • Medicare (CSG powered)
Request Access to Broker Back Office Now

Yes, I want access!

Advanced Case Design and Quote Requests

Use the form below if your Broker Back Office access has not yet been activated, this form will be sent to our support team who will be in contact with you with your case design / quotes.

"*" indicates required fields

1General Information
2Insured Information
3Agent Information

Please fill in as much information as possible so we can provide you with the most accurate quote possible. Your client’s privacy will be ensured as we do not need personal information to provide a quote.

Products Interested*
Check all that apply
Term Length
Note: Qualified benefit will be 60% of annual income.
Does applicant have any existing DI coverage?*
Waiting period should be 30, 60 or 90 days.
Does client use tobacco products?*
Does spouse use tobacco products?*
Interest in available riders (please choose all that apply)
Let us know if there is any information you want to share that was not collected in the form fields that you feel is relevant to your case.

Pre Existing Conditions

Does Client have high blood pressure?
Does Spouse have high blood pressure?
Does Client have high cholesterol?
Does Spouse have high cholesterol?
Does Client have Heart Attack/Cancer/Stroke?
Does Spouse have Heart Attack/Cancer/Stroke?
Does Client have Diabetes?
Does Spouse have Diabetes?
 

Agent Information


Agent Name*
We're always building new tools to help you drive more sales and revenue.
This field is for validation purposes and should be left unchanged.

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  • Our Team
  • Job Board
  • Services
    • FMO Services
    • Mergers & Acquisitions
    • Insurance Thought Leadership
    • Content & Copywriting
    • Customer Experience Services
    • Insurance Sales Coaching
    • Fractional CMO for Insurance Agencies
    • Keynotes and Sales Workshops
  • Guides
    • Medicare
    • Final Expense
    • Annuities
    • IULs
    • Hospital Indemnity
    • Accident
    • Ancillary Plans
    • Buy Sell & Keyman
  • Contact Us