Doing Life the Right Way

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Interactive Term Insurance Quote Engine

Gain access to a multi carrier, multi-functional term quote engine for consumers to run quotes and submit applications. You have your choice of carriers:

Carriers 

American General
Banner
John Hancock
Protective
SBLI
United of Omaha
William Penn

Our Services

After the consumer chooses their desired carrier they will be able to submit applications by only answering a few questions.
The carrier then contacts the client to complete the app over the phone and set up exams if required. Fast. Simple. Efficient.

Drop ticket submission

After the consumer chooses their desired carrier they will be able to submit applications by only answering a few questions. The carrier then contacts the client to complete the app over the phone and set up exams if required. Fast. Simple. Efficient.
If the consumer does not know the exact face amount they are looking for, the needs analysis engine will provide a simple tool to calculate the needed amount of coverage.

Needs Analysis Engine

If the consumer does not know the exact face amount they are looking for, the needs analysis engine will provide a simple tool to calculate the needed amount of coverage.
As part of the quote engine a customer will be given an accurate price based on their information.

Health Analysis Engine

As part of the quote engine a customer will be given an accurate price based on their information.
Every quote engine has a landing site that will be personalized for you to best convert the consumer into a formal application.

The amount of personalization will be decided by you and varies depending on the package you choose.

Personalized uQuote Website

Every quote engine has a landing site that will be personalized for you to best convert the consumer into a formal application. The amount of personalization will be decided by you and varies depending on the package you choose.
The quote engine and landing site will have a place for consumers to chat with a qualified and trained sales rep to answer questions or assist with the process. The goal of the sales rep is to assist customers and support your marketing efforts. 

LiveChat will be monitored during normal business hours and will provide a message during non-business working hours.

Sales Staff LiveChat

The quote engine and landing site will have a place for consumers to chat with a qualified and trained sales rep to answer questions or assist with the process. The goal of the sales rep is to assist customers and support your marketing efforts. LiveChat will be monitored during normal business hours and will provide a message during non-business working hours.
You will be given basic information about all the visitors to the landing site to better support your sales efforts.

Basic Analytics

You will be given basic information about all the visitors to the landing site to better support your sales efforts.
All visitor information will be provided for the landing site, the quote engine, the sales staff LiveChat, all to better serve the marketing process.

Advanced Analytics

All visitor information will be provided for the landing site, the quote engine, the sales staff LiveChat, all to better serve the marketing process.
Your leads, whether cold or warm, will be converted once they fully engage with the quote landing site and quote engine. 
Upon request we will also offer multiple companies for you to purchase cold leads.

Lead generation services

Your leads, whether cold or warm, will be converted once they fully engage with the quote landing site and quote engine. Upon request we will also offer multiple companies for you to purchase cold leads.
Once you have been signed up, we will personally walk you through the steps and train you on the various tools and support you have access too.

Training and on-boarding

Once you have been signed up, we will personally walk you through the steps and train you on the various tools and support you have access too.
Through our partnered insurance whole-seller, once a case has been submitted to a carrier you will be kept informed from case submission to case placement, and receive hands-on experienced underwriting support.

Professional case status and underwriting

Through our partnered insurance whole-seller, once a case has been submitted to a carrier you will be kept informed from case submission to case placement, and receive hands-on experienced underwriting support.
Receive industry updates, news, and sales tips on a weekly basis

Industry updates

Receive industry updates, news, and sales tips on a weekly basis
Brochures, videos, sales tips, and training will be at your disposal.

Marketing Support

Brochures, videos, sales tips, and training will be at your disposal.
A personalized e-mail plan will be made with you to best guide your advertising initiatives.

E-mail support

A personalized e-mail plan will be made with you to best guide your advertising initiatives.
On request, we will provide branding and/or logo support.

Branding support

On request, we will provide branding and/or logo support.
Once your cases are placed, the work does not end there. Post-sale you will be given constant in force information as requested, conversion opportunities, and policy owner service.

In force service

Once your cases are placed, the work does not end there. Post-sale you will be given constant in force information as requested, conversion opportunities, and policy owner service.

CALL US

1-844-520-6818

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