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InsuranceToolkits (FexToolkit)

InsuranceToolkits (FexToolkit)

Underwriting and quoting tool

30 ratings
15 reviews
💼 Business

Archived App

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated

Developer

Insurance Toolkits, LLC
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InsuranceToolkits (FexToolkit) screenshot #5 for iPhone
InsuranceToolkits (FexToolkit) screenshot #6 for iPhone
iphone
ipad
⭐15
Reviews↘︎
🔄6+ apps
Alternatives↘︎
❓8 answered
FAQ↘︎
📦w/o updates
Updates frequency↘︎
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About

This app streamlines the process of underwriting, quoting, and selling final expense insurance. It offers tools to quickly generate accurate quotes, compare options side-by-side, and look up drug interactions and health conditions. A built-in CRM helps agents track sales and view performance statistics.

✓Underwriting and quoting
✓Side-by-side quote comparison
✓Drug lookup and health condition analysis
✓Sales statistics tracking
✓Integrated CRM
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What's New in InsuranceToolkits (FexToolkit)

2.0.15

July 1, 2022

Various performance improvements and bug fixes.

User reviews

Most RecentHighest RatedLowest Rated

Don’t get this App!!

They will never cancel your account once you give them your information. They just keep billing my account. They never let you cancel!! I have sent numerous emails, gone through CRM, and called phone number provided through billing with my bank.
HORRIBLE EXPERIENCE…DON’T BUY THUS APP!!
FFL DominionFFL Dominion

Not 100% accurate

Great tool. Not 100% accurate all the time. Specifically carriers and approved meds. Quotes are typically accurate, but some carriers are listed as decline for meds that are not declinable meds for that carrier.
T$G$L$OT$G$L$O

Amazing Tool

Simply the best app to quote, and look up conditions for final expense, mortgage protection, and medicare!

Your a fool if you don’t use this.
chris smith 31chris smith 31

Outstanding

If you sell med supp, fex, term, or any ancillary products this is for you!!!
Colton SturgillColton Sturgill

This app needs an update

does not work with new update. Crashes very buggy.
FFLAGENCYFFLAGENCY
See 10 more reviews

FAQ

What is InsuranceToolkits used for?

InsuranceToolkits is designed to help final expense insurance agents with underwriting, quoting, and sales. It allows agents to quickly generate accurate quotes, compare policies, and manage client information.

Can InsuranceToolkits help new agents understand underwriting?

Yes, InsuranceToolkits provides reasons why certain drugs and health conditions affect quote results. This feature helps new agents learn the underwriting parameters and understand the outcomes.

How does the Quote Compare tool work in InsuranceToolkits?

The Quote Compare tool allows agents to run and view three quotes simultaneously. This saves time compared to compiling quotes individually and helps agents present multiple options to clients efficiently.

Does InsuranceToolkits have a customer relationship management (CRM) system?

Yes, InsuranceToolkits includes a built-in CRM. Agents can use it to save quotes, take notes on clients, and track monthly, quarterly, and annual sales statistics.

What devices does InsuranceToolkits support?

InsuranceToolkits is available on iPhone, iPad, iPod, and Apple Watch devices, offering flexibility for agents on the go.

How often is InsuranceToolkits updated?

The latest version of InsuranceToolkits is 2.0.15, and it was last updated on July 1, 2022. This indicates a history of updates and ongoing development.

What is the user rating for InsuranceToolkits?

InsuranceToolkits has a strong user rating of 4.5 stars, based on 30 ratings. This suggests a positive user experience and satisfaction with the app's functionality.

Is InsuranceToolkits free to use?

Yes, InsuranceToolkits is available for free. There are no upfront costs to download or use the core features of the app.