Page 29 - Lasting Mark : Life Book 2025

QUOTING SCAN HERE TO
INSURANCE
TOOLKITS

Insurance Toolkits

Discover our game-changing underwriting tool that makes life easier for agents! With this easy-to-use
platform, you can effortlessly assess potential clients’ underwriting considerations by simply listing
diagnoses and medications. Get carrier recommendations for all your simplified issue term, and whole life
products in no time. Our e-app functionality helps agents go paperless by digitizing the application process.
Your customers will love the convenience of applying for insurance coverage and signing applications
electronically.
Carrier Apps/Websites

SAVE ON YOUR HOMESCREEN
Each carrier has their own quoting tool for their suite of products, these can be accessed either through their
agent portal or in the app store. Be sure to check with the carrier’s agent portal or sales support to ensure
you are accessing the correct quoting tool for the products you are working with if you are downloading
anything from an app store.

Download the carrier apps on your phone or save a carrier’s quoting tool to your home screen.

If the carrier’s quoting tool is one that opens in a web browser, you can save it to your phone’s home screen
in the form of a thumb nail so it can be accessed like an app. To do so, open the quote tool in your phone’s
web browser. On iPhone, click on the square box with the arrow over it that looks like a house, from there
you can select “Add to Home Screen” and it will take a thumbnail version of that page to your home screen
for you to save. You can save this on your homescreen or organize it into one of your app folders.

Log in to the carrier portals and quote directly from there.

A majority of carriers also have a quoting tool available through logging on to your agent portal and quoting
directly from there. Each carrier is different, so make sure you are familiar with the options each carrier has
to offer and find the instructions they provide to access the quote tools for their products. If you have any
trouble, you can reach out to that carrier’s sales support team to help.
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