FexToolkit
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.
TermToolkit
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 (BETA)
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.
Extra Features
CRM
Store and manage your book of business with our HIPAA compliant CRM solution. Integrated directly into your Fex + TermToolkit account, our platform allows you to seamlessly sort and store your book of both active and potential clientele.
