The #1 sales platform for simplified issue insurance products.
The only all-in-one software solution. Insurance Toolkits is an underwriting, quoting, CRM, & POS tool suite designed for Final Expense, Term Life, Medicare Supplement, DVH, & HIP insurance agents. We make it easier than ever to run your insurance business.
Trusted by these agencies + many more
Fex Toolkit
Put decades of sales and underwriting experience in your pocket. Being agents ourselves, we’ve dealt with it all before, so we put it into FexToolkit so that you don’t have to. We work with countless individual agents and agencies in order to deliver tools that allow you to run your business more efficiently while reducing unnecessary error and headache. Whether you have an organization or are a lone wolf, FexToolkit is designed to make your business better.
Term Toolkit
We made it our mission to streamline the underwriting + quoting process for term products. You can feel better equipped to handle a variety of different situations and clientele when you have the resources contained within TermToolkit at your disposal. Both TermToolkit & FexToolkit come together on one platform so that you can be confident in handling anything that gets thrown your way.
Medicare Supplement Toolkit
Your clients take their health insurance seriously - and we know you do the same. Position yourself to succeed in one of the fastest growing markets in the country with our set of Medicare Supplement carriers and tools. Determine the best fit for your clients by quoting, underwriting, and storing your cases on a platform not available anywhere else in the industry. Medicare Supplement Toolkit allows you or your agents to go into any situation confidently so that you can pick the right plan, every time.
Ancillary Toolkit
Currently supporting dental, vision, & hearing as well as hospital indemnity products, we make sure you have the ability to quote and properly present ancillary health products to your clients as the need arises. Many agents pass up on important value that could be shown to their clients (as well as commissions!) simply because they don't know "how" to sell ancillary products. Don't let that be the case for you or your agency any longer.
Lead Platform
Take traditional lead vendor markups and put them back in your pocket. We provide high quality, real-time, affordable Final Expense and Medicare leads through our platform. Whether you are looking for a supplemental lead source or something primary, we have you covered.
Extra Features
CRM
Store and manage your book of business with our HIPAA-compliant CRM solution. Integrated directly into your Insurance Toolkits account, our platform allows you to seamlessly sort and store your book of both active and potential clientele.
New Agent Resources
Our ITK Youtube channel has up to date demos on how our software works as well as interviews with major players in the field. Perfect for new agents!
Schedule a one-on-one demo with one of our specialists to get a more in-depth understanding of how to use our software to the fullest potential.
Have a question while quoting a client that you need an immediate answer to? Hop on our Live support chat to get a specialist to answer your questions.
Support Chat
Pricing
Individual Plan
$39.99
monthly
Unlimited use of all toolkits
Unlimited use of the quoter and underwriter
Unlimited use of all in-field sales tools
Access to CRM
Access to Lead Platform
Unlimited quotes per day on your shareable ‘Lite Link’. Every account comes with your own public URL that you can share with a colleague or bookmark on your phone.
Agency Plan
$119.99
monthly
Unlimited use of all toolkits for every agent
Add and remove agent accounts
Access to CRM for all agents
Option to add Lead Platform for all agents
Includes 5 agent accounts. More accounts can be added at $29.99/per account per month.
Lead Platform
FREE
monthly
Access to the CRM & Lead Platform ONLY
No cost to access the platform. Leads are charged separately.
(Please note, none of our quoting or under-writing tools will be available under this account type.)
Contact Us
The best way to get in touch with us is to send us a message! Send us any questions or concerns you might have along with the best way to reach back out.