"I love filling out 30-40 page paper applications" - said no one ever.
Offer the best carrier for each insured
Consumers compare rates and apply online
Save time and money while delighting your customers
Monitor your leads and applications
It's the first and only multi-carrier, consumer facing, quoting and eApplication software for life insurance in the US.
Appointments are handled "just in time" meaning you don't have to be appointed with the insurance carrier prior to eSigning the application.
By default, Quote & Apply has all product types enabled. You can limit your product types to customize your user's experience. Try the following demos for each product type: Accidental Death, Accumulation Indexed Universal Life, Final Expense, Guaranteed Universal Life, Non Medical Term, Protection Indexed Universal Life, Return of Premium, Term, and Universal Life with Long Term Care.
Here's a link to download our marketing materials.
American General, Banner Life, John Hancock, John Hancock New York, Lincoln National Life, Lincoln Life of New York, Nationwide, Nationwide New York, North American, Oxford Life, Principal National Life, Mutual of Omaha, Protective Life, Prudential, Prudential New York, Savings Bank Life Insurance, United of Omaha, United States Life Insurance, William Penn
Fully underwritten, simplified issue (no exam), non medical (no exam, APS, or phone call), and guaranteed issue products are available.
We earn a commission from the insurance company as the general agency. Contact us if you are a general agency and want to use Quote & Apply.
Meet some happy customers.
Looking forward to meeting you! 👋