Start with the Needs Analysis tool to estimate how much coverage your client needs, or jump straight into the Life Quotes tool. Already know what you’re looking for? Search quote results by carrier or product name to find the best match quickly.
Give your clients the options they need - use the handy slider to filter by premium amount, or switch payment modes with one tap.
Made the sale? Don’t wait to get that app started! Tap Apply Now! and input your client’s details on the spot. Submit the app as a drop ticket to get it processed as quickly as possible. But what if your client isn’t ready to buy? With one tap, you can text or email a quote link to give your client the info they need to make a decision.
Once you submit, sit back and relax! Your client’s application is in good hands. Your Pinney team will oversee the application completion, signature collection, exam scheduling, and follow-ups. If we need any help or follow-up from you, we’ll reach out and let you know. You keep selling – and we’ll keep making it easier to do what you do best.