Download FexToolkit - Underwriting for Final Expense Agents - v1.3.3

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FexToolkit - Underwriting for Final Expense Agents - v1.3.3 neueste Version ist 1.3.3, Veröffentlichungsdatum 2021-02-17 und hat Größe 7.5 MB.Für FexToolkit - Underwriting for Final Expense Agents - v1.3.3 entwickelt, erfordert FexToolkit - Underwriting for Final Expense Agents - v1.3.3 mindestens eine Android-Version Android 4.3+. Daher müssen Sie Ihr Telefon bei Bedarf aktualisieren.

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Leave the underwriting to us!

FexToolkit is an underwriting, quoting, and sales tool suite designed for final expense insurance agents.

Quoter:

Never rely on cheat sheets or chat rooms ever again. With FexToolkit 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. FexToolkit 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? FexToolkit 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:

FexToolkit 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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- 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