Featured MAC App: Quotes & Illustrations!
Sep 15, 2020
As one of Brokers Alliance's valued partners, you have access to the myriad benefits of myAdvisorCloud, including dozens of helpful apps for your every need. You may be most familiar with the Quick Links menu -- after all, they're Quick Links for a reason -- but are you missing out on a more thorough, specific solution to your search?
myAdvisorCloud's Quotes & Illustrations app is one of the most powerful tools available in the app store, and yet you may have missed it. It's your one-stop shop for everything you need to run a competitive, customized quote or illustration.
In case you're not familiar, here's a rundown of what you'll get inside the Quotes & Illustrations app:
LifeBrain® is Brokers Alliance's all-in-one Term, GUL, Simplified Issue, and Final Expense quoter. It also allows you to apply for policies, text or email quotes to clients, and store your quote history!
LTC and Disability Quote Request Form
Once you fill out these quote request forms, responses will be emailed to you directly within 48-72 hours!
UL, WL, IUL Illustration
This illustration system is for agents with multiple carriers. It also includes sales concepts, executive compensation, and group carve out!
Final Expense Quotes
You can use this calculator to determine which final expense policy is best for your client! It includes options for Level, Graded, and Guaranteed.
Life Insurance Needs Calculator
This calculator explains itself! Use it to quickly calculate your clients' life insurance needs.
To learn more about how to use the Quotes & Illustrations toolbox, call your Brokers Alliance Agent Relationship Manager today at 480-816-9000!