Specify your “preferred” carriers to elevate them in the quote results. Integration with Resonant® ensures easy health class determination, while a built-in needs calculator allows for quick identification of life insurance amount required.
Set optional contact fields to required prior to quote generation. These details are then easily accessible in the admin portal, with a variety of lead levels and multiple agent access for easy assignment. Leads can be exported to a variety of formats for easy CRM integration.
The mobile-responsive admin portal gives you complete customization options, along with the ability to view leads, drill into their details, edit quotes and assign them to agents, and even create an iGO® case.