Index Universal Life
An underwriting, quoting, CRM, and sales software tool suite designed for IUL insurance agents.
IUL 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 IUL 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.
IUL Sales
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 IUL products isn’t quite black-and-white. We built this toolkit to handle the minutiae of underwriting, quoting, and qualifying your prospects, so that you can focus on writing applications and getting more business issued.
Carriers We Support
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.