An underwriting, quoting, CRM, and sales software tool suite designed for Term insurance agents.
Term Tools
CRM
Utilize our built-in CRM which allows you to easily save client information, take notes, and view sales statistics.
Drug Lookup
Quickly reference a drug or combination of drugs without needing to run a full quote.
Health Cheat Sheet
The fastest way to check underwriting parameters on a variety of health conditions.
Quoter
Enter your prospect’s information and let Term 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.
TermToolkit Lite
A personal URL that you can bookmark, share with a colleague, or even integrate directly into your website.
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.
Set Your Competitive Edge
We made the business of Term underwriting our job, so that you can focus on your job: selling! With our proprietary system, you will know what to expect before you submit an application and get alerted when you might have a case kicked back or referred to an underwriter. As the leading quoting and underwriting software in the mortgage protection + term insurance space, we are here to help you take your business to the next level.
Term Sales Made Easy
Whether it be the variety of drill-down questions, interacting conditions, or companies viewing your client’s medications a little differently than you do, underwriting on term products isn’t quite black-and-white. We built TermToolkit to handle the minutiae of underwriting, quoting, and qualifying your prospects, so that you can focus on writing applications and getting more business issued.
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.