Take a Video Tour of MyAdvisorQuotes® Quoter:

 

Agent Life Insurance Quoter & A LOT More

Powerful Quoting, Workflow & Ease of Use 

MyAdvisorQuotes® is an advanced life insurance and sales quoting resource designed to simplify the workflow for agents and agencies from lead, to quote to application. With MyAdvisorQuotes you can: 

  • Run quotes for multiple carriers from an easy to use interface.
  • Run quotes for term, GUL, final expense and simplified issue all in one place. 
  • Instead of entering a death benefit, try the MyAdvisorQuotes® Budget Quoter. Enter in a monthly budget amount and MyAdvisorQuotes will calculate how much death benefit your client can afford.
  • Find the best rate class using the rate class tool.
  • Email and text clients quotes right from the MyAdvisorQuotes quoting interface.*
  • Compare products in the quoting interface with comprehensive details about each carrier.
  • Mobile-friendly design makes it easy for agents to quote on the go.
  • Autofill quoting history. Can't remember a previous quote you ran for a potential client? Find it fast and easy.
  • Run quotes for different term lengths, health classes. and death benefits all at one time, to find the best options quickly.
  • View product features and carrier profiles right from your quote results.
  • Quote leads directly from your CRM with just a click.*

 

Agency Ready with Power Tools

Have a team?  MyAdvisorQuotes® is ready for you!  Manage your team from an intuitive interface.  Choose which carriers to quote, integrate with your CRM and increase productivity with our advanced workflow system.

  • Setup your team in just a few clicks to allow your sales team to begin quoting.
  • Choose the carriers you prefer to quote and add or remove carriers at anytime with your easy to use My Account dashboard.
  • Quote term, GUL and final expense from a single interface.  No longer do you have to jump back and forth between different websites to get the best quotes.
  • Save time, reduce errors, and increase productivity by completing applications with reduced data entry.*
  • Customize to your CRM.  Learn more below!* 

 

Save Time! CRM to Application Integration.

MyAdvisorQuotes® is the only only life insurance quoter with a full CRM to application integration.  Click a button to pass a lead into MyAdvisorQuotes®, then run new quotes.  Save the new quotes back to your CRM and then choose from multiple application options with just a few clicks.  No longer do you have to have to do data entry for multiple phases to get a client from prospect to applicant.  MyAdvisorQuotes®'s workflow allows you to do everything from a single interface.

 

  • Apply for policies right from the quoting screen using a variety of options (drop ticket, paper forms & e-Application). Let MyAdvisorQuotes® do the data entry for you by autofilling your applications.*
  • Customize to any CRM and push contact information directly into MyAdvisorQuotes® and let MyAdvisorQuotes® do the data entry for you. From quote to application MyAdvisorQuotes provides a single interface to streamline your business. Can be setup for individuals or entire organizations with full administrative management tools.* 
  • Quote history is saved automatically to your CRM as you work! Sharing quotes via text or email is easy and as soon as you begin an application, MyAdvisorQuotes updates your client's CRM profile so that you remain efficient and compliant.*