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.
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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.
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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.
Pricing
Unlimited use of FexToolkit and TermToolkit
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Unlimited use of the quoter and underwriter
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Unlimited use of all in-field sales tools
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Access to CRM
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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.
Unlimited use of FexToolkit and TermToolkit
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Unlimited use of all tools for you and your agents.
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Unlimited sharable ‘Lite Link‘ quotes per day
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Create and remove agent accounts
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Includes 5 agent accounts. More accounts can be added at $24.99/account per month.
Premium customer support
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Customize to the needs of your company
