CONSUMERLEAD GEN TOOL

Client Generated Quote & Application Requests

Key Benefits

Put the power in the hands of the consumer

Instant access to
pre-defined carrier quotes

Easy, 1-click push
of lead data to iGO®


Key Features

Intuitive
Customer Quoting

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.

Lead
Generation

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.

Administrative
Portal

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.