InsuranceToolkits (FexToolkit)

InsuranceToolkits (FexToolkit)


Underwriting and quoting tool


無料

2.0.15for iPhone, iPad and more
8.9
30 Ratings
Insurance Toolkits, LLC
Developer
57.9MB
Size
2022年07月01日
Update Date
Business
Category
4+
Age Rating
Age Rating
4+
Apps in this category do not contain restricted content.
9+
Apps in this category may contain mild or occasional cartoon, fantasy or real-life violence, as well as occasional or mild adult, sexually suggestive or horrifying content and may not be suitable for children under 9 years of age.
12+
Apps in this category may contain occasional mild indecent language, frequent or intense cartoon or real-life violence, minor or occasional adult or sexually suggestive material, and simulated gambling, and may be for children under 12 years of age.
17+
You must be at least 17 years old to access this App.
Apps in this category may contain frequent and intense offensive language; Frequent and intense cartoon, fantasy or realistic violence: frequent and intense adult, scary and sexually suggestive subjects: as well as sexual content, nudity, tobacco, alcohol and drugs, may not be suitable for children under 17 years of age.
InsuranceToolkits (FexToolkit) スクリーンショット
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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.
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最新バージョン 2.0.15 の更新情報

Last updated on 2022年07月01日
旧バージョン
Various performance improvements and bug fixes.
Show More
Version History
2.0.15
2022年07月01日
Various performance improvements and bug fixes.
2.0.14
2022年06月28日
Various performance improvements and bug fixes.
2.0.13
2022年05月23日
Bug fixes and performance improvements.
2.0.12
2022年05月17日
Fixes date selector in the underwriting questionnaire
2.0.11
2022年05月10日
Adding Quick Quoter (AKA Quoter Lite)
2.0.10
2022年05月03日
Bug fixes and performance improvements.
2.0.9
2022年04月28日
- App improvements and bug fixes
2.0.8
2022年04月27日
- 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
2.0.7
2022年04月20日
The MedSupp update is here!
2.0.6
2022年02月15日
- 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
2.0.4
2021年08月16日
- Small bug fixes
2.0.3
2021年08月01日
- Various bug fixes
- More graceful handling of bad/no internet connection
2.0.2
2021年07月11日
Fixes bug with Quoter Lite's quote by premium functionality.
2.0.1
2021年07月08日
- 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
2.0.0
2021年07月06日
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
2021年04月15日
- Fixed bug causing gray screen in the health/drug lookup
1.3.4
2021年02月22日
- Added second level indication menu for certain medications. Specifically Cancer meds right now
- Entered health conditions/medications save until the app is closed
1.3.3
2021年02月02日
- 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
1.3.2
2020年12月18日
- 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.
1.3.1
2020年11月16日
- Fixes text sizes on iPad
- Fixes quote by premium bug in Quoter Lite
1.3.0
2020年11月14日
- Added support for new show condition
- Fixed bug with limited pay and quoting by premium
- Fixed alignment of results page text
- Added lite version
1.2.4
2020年10月29日
- Fixes login issue
1.2.3
2020年10月28日
- Fixed bottom button sizes and locations
- Fixed bug in client information form
- General UI improvements
1.2.2
2020年10月17日
- Fixed bug with quoting by premium
- Better font scaling on different devices
- Quote Compare state defaults to state user is located in
1.2.1
2020年10月13日
- 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

InsuranceToolkits (FexToolkit) FAQ

ここをクリック!地理的に制限されているアプリのダウンロード方法をご参考ください。
次のリストをチェックして、InsuranceToolkits (FexToolkit)の最低システム要件をご確認ください。
iPhone
iOS 9.0以降が必要です。
iPad
iPadOS 9.0以降が必要です。
iPod touch
iOS 9.0以降が必要です。
InsuranceToolkits (FexToolkit)は次の言語がサポートされています。 英語

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