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

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FexToolkit - Underwriting for Final Expense Agents - v1.3.3 последняя версия - 1.3.3, дата выпуска 2021-02-17, размер 7.5 MBРазработано Insurance Toolkits, LLC, FexToolkit - Underwriting for Final Expense Agents - v1.3.3 требует версии Android не ниже Android 4.3+. Поэтому при необходимости вы должны обновить свой телефон.

«Довольно загружено, около 1000 загрузок. Вы можете обновлять приложения, которые были загружены или установлены индивидуально на вашем устройстве Android, если хотите. Обновление ваших приложений дает вам доступ к последним функциям и повышает безопасность и стабильность приложений».

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.

Sign up today for a 14 day free trial!

- 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