Introducing the Quoteplicity Quoter Plugin 🚀

• Designed for life insurance agents to enhance business growth with online quoting software.

Key Features:

• Quote Inside Your CRM 📊

  • Opens directly in your contact view.
  • Auto-fills client details (name, DOB, state, gender) to eliminate double-entry.

• Customize the Experience 🎛️

  • Choose specific companies and products to display, and filter by:
    • Product type (e.g., term, whole, guaranteed issue)
    • Coverage amount and duration
    • Health class
    • Riders (accidental, living benefits, etc.)
    • Underwriting type

• Access Real Product Info 📚

  • Detailed product pages, sample applications, and underwriting guides are available within the plugin.

• Run All Types of Quotes 💰

  • Compare multiple products side-by-side:
    • Final Expense
    • Term Life (10, 20, 30+ years)
    • No Medical Exam Term
    • Living Benefits
    • Whole Life
    • Universal Life (IUL, GUL)
    • Accidental Death
    • Children's Life Insurance
  • Compare different coverage types (e.g., 10, 20, and 30-year terms) in a single quote.

• Save & Share Quotes 🔗

  • Quotes linked to contact records for easy reference and follow-up.
  • Generate a personalized quote link for clients to:
    • View and adjust the quote
    • Select the best policy
    • Request to apply directly

Built for Agents, Backed by Experts ✨

• Created by insurance agents and developers to streamline the quoting process and remove barriers to sales.

Your All-in-One Tool 📈

• Run fast, accurate quotes
• Compare plans easily
• Deliver an improved client experience
• Organize everything in one system
• Close more policies with less effort

More Efficiency. More Sales. Happier Clients. 🙌

• The Quoteplicity Quoter Plugin is the next evolution in life insurance sales.
• It's not just a tool; it's your new sales advantage.

Try the Plugin Now! 💻

• Experience a modern quoting process and leave the old ways behind.