Life insurance quoting software for agents
QuoteDeck quotes term life, IUL, whole life and final expense with instant underwriting, and lets you present life coverage next to the client’s health or Medicare plan, so life insurance becomes part of the conversation instead of a separate sale.
See what your client sees
A live sample presentation for a made-up Medicare client: Medigap and Medicare Advantage packages side by side, each with Part D, dental, cancer and heart attack & stroke coverage and one monthly total.
Open the sample presentationWho it's for
- Health and Medicare agents who want to add life insurance to more of their sales
- Life agents who want a clean client presentation instead of a quote engine printout
- Agencies that sell across health and life
What you get
Term, IUL, whole life and final expense
Quote the life products your clients ask for from one screen.
Instant underwriting
Health answers are checked against carrier underwriting so you quote the class a client is likely to get.
Life next to health
Add a term or final expense option to an ACA or Medicare package and show one monthly total.
Carrier e-app shortcuts
Go from the quote to the carrier’s producer portal to start the application.
Follow-up built in
Track every life quote in your pipeline with texting, calling and automated reminders.
How it works
- Quote the client’s health or Medicare coverage.
- Add term, IUL, whole life or final expense options with instant underwriting.
- Send one presentation with every option and a monthly total.
- Start the application in the carrier’s e-app and follow up from your pipeline.
Frequently asked questions
Which life products can I quote?
Term life, IUL, whole life and final expense.
Can I show life insurance with a health plan?
Yes. You can add life options to any package, so the client sees their health or Medicare plan and life coverage together.
How much does QuoteDeck cost?
Pro is $59.99/month for one agent and Agency is $139.99/month for five agents, with every line of business included. Both start with a 30-day free trial, no card required.
Try it on your next client
Every line of business included. Free for 30 days, no card required.