InsuranceToolkits (FexToolkit)
Underwriting and quoting tool
Free
2.0.15for iPhone, iPad and more
8.9
30 Ratings
Insurance Toolkits, LLC
Developer
57.9 MB
Size
Jul 1, 2022
Update Date
Business
Category
4+
Age Rating
Age Rating
InsuranceToolkits (FexToolkit) Screenshots
About InsuranceToolkits (FexToolkit)
Leave the underwriting to us!
InsuranceToolkits is an underwriting, quoting, and sales tool suite designed for final expense insurance agents.
FexToolkit, TermToolkit, and MedSuppToolkit
Quoter:
Never rely on cheat sheets or chat rooms ever again. With InsuranceToolkits you can quote, underwrite, and per-qualify your prospects all on one platform. Get fast and accurate quotes at the click of a button. Enter your clients' drugs and health conditions and answer the on screen questions. InsuranceToolkits will take care of the rest returning a list of companies that the client qualifies for along with other information that will help you make the sale.
Are you a new agent? InsuranceToolkits will help you understand why certain drugs and conditions change the results of a quote. The underwriter provides a list of reasons as to why the results appear as they do.
Quote Compare:
Our Quote Compare tool lets you instantly run three quotes side-by-side, allowing you to avoid slowly compiling several quotes one at a time to show your client. After underwriting your prospect, you can even push their information directly over to the Quote Compare tool to create a seamless underwriting-to-quoting experience at the point of sale.
Drug Lookup:
Need to quickly lookup a drug or combination of drugs? The drug lookup tool is a quick and easy alternative to the quoter and underwriter. Lookup combinations of drugs and receive a list of companies and the coverage available given your client's drug combinations.
Health Cheat Sheet:
Need to know where to place a condition or combination of conditions? The health cheat sheet is a fast way to check underwriting parameters on a variety of health conditions and give reasons why certain combinations yield the results they do.
CRM:
InsuranceToolkits comes with a built in CRM so that you can easily track your sales from a single place. Save quotes, take notes, and view monthly, quarterly, and annually sales statistics.
InsuranceToolkits is an underwriting, quoting, and sales tool suite designed for final expense insurance agents.
FexToolkit, TermToolkit, and MedSuppToolkit
Quoter:
Never rely on cheat sheets or chat rooms ever again. With InsuranceToolkits you can quote, underwrite, and per-qualify your prospects all on one platform. Get fast and accurate quotes at the click of a button. Enter your clients' drugs and health conditions and answer the on screen questions. InsuranceToolkits will take care of the rest returning a list of companies that the client qualifies for along with other information that will help you make the sale.
Are you a new agent? InsuranceToolkits will help you understand why certain drugs and conditions change the results of a quote. The underwriter provides a list of reasons as to why the results appear as they do.
Quote Compare:
Our Quote Compare tool lets you instantly run three quotes side-by-side, allowing you to avoid slowly compiling several quotes one at a time to show your client. After underwriting your prospect, you can even push their information directly over to the Quote Compare tool to create a seamless underwriting-to-quoting experience at the point of sale.
Drug Lookup:
Need to quickly lookup a drug or combination of drugs? The drug lookup tool is a quick and easy alternative to the quoter and underwriter. Lookup combinations of drugs and receive a list of companies and the coverage available given your client's drug combinations.
Health Cheat Sheet:
Need to know where to place a condition or combination of conditions? The health cheat sheet is a fast way to check underwriting parameters on a variety of health conditions and give reasons why certain combinations yield the results they do.
CRM:
InsuranceToolkits comes with a built in CRM so that you can easily track your sales from a single place. Save quotes, take notes, and view monthly, quarterly, and annually sales statistics.
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What's New in the Latest Version 2.0.15
Last updated on Jul 1, 2022
Old Versions
Various performance improvements and bug fixes.
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Version History
2.0.15
Jul 1, 2022
Various performance improvements and bug fixes.
2.0.14
Jun 28, 2022
Various performance improvements and bug fixes.
2.0.13
May 23, 2022
Bug fixes and performance improvements.
2.0.12
May 17, 2022
Fixes date selector in the underwriting questionnaire
2.0.11
May 10, 2022
Adding Quick Quoter (AKA Quoter Lite)
2.0.10
May 3, 2022
Bug fixes and performance improvements.
2.0.9
Apr 28, 2022
- App improvements and bug fixes
2.0.8
Apr 27, 2022
- Adds support for password manager auto-fill on login screen
- Fixes decimal input for for Face and Premium Amount field
- Shows full dollar amount of premiums in quote results
- Fixes decimal input for for Face and Premium Amount field
- Shows full dollar amount of premiums in quote results
2.0.7
Apr 20, 2022
The MedSupp update is here!
2.0.6
Feb 15, 2022
- Drug lookup now auto fills 1/1/1990 for TermToolkit and 1/1/1955 for all other toolkits
- Adds validation for premium amount on quoter/underwriter tool
- Fixes keyboard focus behavior
- Other bug fixes and performance improvements
- Adds validation for premium amount on quoter/underwriter tool
- Fixes keyboard focus behavior
- Other bug fixes and performance improvements
2.0.4
Aug 16, 2021
- Small bug fixes
2.0.3
Aug 1, 2021
- Various bug fixes
- More graceful handling of bad/no internet connection
- More graceful handling of bad/no internet connection
2.0.2
Jul 11, 2021
Fixes bug with Quoter Lite's quote by premium functionality.
2.0.1
Jul 8, 2021
- Fixes bug in adding a client to the CRM
- App store name change
- Notes section of CRM is now a text area instead of an input field
- App store name change
- Notes section of CRM is now a text area instead of an input field
2.0.0
Jul 6, 2021
This update includes a complete rewrite of the app from the ground up improving many user interface and experience bugs. We have also added support for running Term and Final Expense quotes.
1.3.5
Apr 15, 2021
- Fixed bug causing gray screen in the health/drug lookup
1.3.4
Feb 22, 2021
- Added second level indication menu for certain medications. Specifically Cancer meds right now
- Entered health conditions/medications save until the app is closed
- Entered health conditions/medications save until the app is closed
1.3.3
Feb 2, 2021
- Adding paging to CRM
- Currently check box get unchecked when the date changes
- Removed annual premium from quote compare
- Fixed logo sizes on Quote Results page
- Fixed issue with Family Benefit Life being pushed to Quote Compare
- Added Email field to CRM
- Added new Cancer Treatment question type
- Small design improvements
- Currently check box get unchecked when the date changes
- Removed annual premium from quote compare
- Fixed logo sizes on Quote Results page
- Fixed issue with Family Benefit Life being pushed to Quote Compare
- Added Email field to CRM
- Added new Cancer Treatment question type
- Small design improvements
1.3.2
Dec 18, 2020
- Number only input fields use number keyboard
- Fixed input field cursor position issues
- Migrated to new CRM API
- Larger Next Button
- Added logos and other design tweaks to the Quoter Results page.
- Added warning dot to the Quote Compare page
- Other small fixes that are two small or specific to go into.
- Fixed input field cursor position issues
- Migrated to new CRM API
- Larger Next Button
- Added logos and other design tweaks to the Quoter Results page.
- Added warning dot to the Quote Compare page
- Other small fixes that are two small or specific to go into.
1.3.1
Nov 16, 2020
- Fixes text sizes on iPad
- Fixes quote by premium bug in Quoter Lite
- Fixes quote by premium bug in Quoter Lite
1.3.0
Nov 14, 2020
- Added support for new show condition
- Fixed bug with limited pay and quoting by premium
- Fixed alignment of results page text
- Added lite version
- Fixed bug with limited pay and quoting by premium
- Fixed alignment of results page text
- Added lite version
1.2.4
Oct 29, 2020
- Fixes login issue
1.2.3
Oct 28, 2020
- Fixed bottom button sizes and locations
- Fixed bug in client information form
- General UI improvements
- Fixed bug in client information form
- General UI improvements
1.2.2
Oct 17, 2020
- Fixed bug with quoting by premium
- Better font scaling on different devices
- Quote Compare state defaults to state user is located in
- Better font scaling on different devices
- Quote Compare state defaults to state user is located in
1.2.1
Oct 13, 2020
- Removed phone number from personal info page
- Additional information added to quote results
- Can mix face amount and premiums in Quote Compare
- Added plan info and limited pay to Quote Compare results
- Show declined companies on Drug Lookup
- Added pipe/cigar to tobacco dropdown
- Added Telesales and Annual Rate toggles to customization options
- Added age field to Quote Compare
- Shows age on Client Info page when entering birth date
- Additional information added to quote results
- Can mix face amount and premiums in Quote Compare
- Added plan info and limited pay to Quote Compare results
- Show declined companies on Drug Lookup
- Added pipe/cigar to tobacco dropdown
- Added Telesales and Annual Rate toggles to customization options
- Added age field to Quote Compare
- Shows age on Client Info page when entering birth date
InsuranceToolkits (FexToolkit) FAQ
Click here to learn how to download InsuranceToolkits (FexToolkit) in restricted country or region.
Check the following list to see the minimum requirements of InsuranceToolkits (FexToolkit).
iPhone
Requires iOS 9.0 or later.
iPad
Requires iPadOS 9.0 or later.
iPod touch
Requires iOS 9.0 or later.
InsuranceToolkits (FexToolkit) supports English