An underwriting, quoting, CRM, and sales software tool suite designed for Ancillary insurance agents.
Ancillary Tools
CRM
Utilize our built-in CRM which allows you to easily save client information, take notes, and view sales statistics.
Quoter
Enter your prospect’s information and let Ancillary Toolkit take care of the rest.
Quote Compare
Need to run multiple quotes at once? With Quote Compare you can instantly run three quotes side-by-side.
Developed by Agents for Agents
We provide the only POS insurance software platform that is designed and maintained by active agents. You don’t become an expert in anything by reading about it, you become an expert by having done it yourself.
Dental, Vision & Hearing
As one of the most in-demand ancillary health insurance products, many clients seek affordable DVH coverage to supplement their Medicare, on/off-exchange, or workplace health insurance that often does not include this coverage. Our system quickly displays all of the pertinent information you need to know for the states and products you represent.
Hospital Indemnity
If you sell traditional Medicare Advantage, high-deductible Medigap plans, or even other U65 health insurance and aren’t offering hospital indemnity plans to your clients, you are missing out on a valuable cross-sell. Use Insurance Toolkits to select and present the best hospital indemnity plans to your clients, every time!
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.