An underwriting, quoting, CRM, and sales software tool suite designed for Final Expense insurance agents.

Take the stress out of selling

Let's face it, being a Final Expense insurance agent is tough. Being agents ourselves, we know the challenges of what it's like to sell in the field, over the phone, or online, so we designed FexToolkit to make however you sell just a bit less difficult. Whether you are looking for help at the point-of-sale to close down more prospects, increase your average premium, or if you simply want help to be able to underwrite more efficiently, we are here to help.

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Screenshots of the FexToolkit Quoter running on two mobile devices

Gain a leg up

Whether it be in regards to selling, quoting, or any other aspect of the profession, you've always been told that the Fex business is 'black & white', right? Whether it be multi-use medications, niche carriers with tricky underwriting, or COVID-19 changing your business model, many of us can attest that the industry is not always so simple. Not to mention, the competitive nature of the industry means you always have to stay on top of your game. FexToolkit is here to give you that edge you need to stay ahead.

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Carriers We Support

AIG
Aetna (Protection Series)
American Amicable (Dignity Solutions)
American Amicable (Family Choice)
American Amicable (Family Solution)
American Amicable (Golden Solution)
American Amicable (Innovative Choice)
American Amicable (Innovative Solutions)
American Amicable (Senior Choice)
American Home Life
American National
Americo
Assurant
CFG
CVS (Aetna Accendo)
Christian Fidelity
Cincinnati Equitable
Family Benefit Life
First Guaranty
Foresters (BrightFuture)
Foresters (PlanRight)
GCU
GPM
Gerber (Grow Up Plan)
Gerber
Great Western
Guarantee Trust Life
KSKJ
Liberty Bankers
Lifeshield
Lincoln Heritage
Mountain Life
Mutual of Omaha (Children's Whole Life)
Mutual of Omaha
Occidental Life (Dignity Solutions)
Occidental Life (Family Choice)
Occidental Life (Family Solution)
Occidental Life (Golden Solution)
Occidental Life (Innovative Choice)
Occidental Life (Innovative Solutions)
Occidental Life (Senior Choice)
Oxford
Prosperity (New Vista)
Prosperity (PrimeTerm to 100)
Royal Arcanum (Graded Benefit)
Royal Neighbors
SBLI
Security National (Security Care)
Security National
Sentinel
Sons of Norway
Standard Life
Transamerica
Trinity Life
UHL

More carriers coming soon!

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