Annuity Quoting Tools Deliver annuity quotes quickly and accurately.
Pinnacle's Annuity Quote Tools Maximizes Your Opportunity for Success
We understand that annuities are among the most technically complex and important insurance products you sell – both for you and your clients.
That’s why our quoting platform is built to simplify, streamline, and support the entire annuity-sales process, from first client conversation through proposal generation and submission.
Trying to quote manually or with outdated spreadsheets not only slows you down; it introduces risk of errors, inconsistent presentations, or missing out on the optimal product fit for your client.
Compare Quotes Faster Find the best product for your clients across multiple leading carriers.
Submit Applications Quickly Enjoy streamlined workflows with our efficient quoting software.
Complete Back-Office Support Leverage the expertise of Pinnacle’s support team and extensive toolkit.
Annuity Quoting Solutions Pinnacle makes it easy to provide annuity quotes to your customers.
No matter the size of your insurance business, Pinnacle has the tools you need to grow, organize, and stay compliant.
MYGA
Boost annuity applications, access webinar training, and enjoy agent incentives.
Quote Request
Increase your lead flow, improve closing rates, and grow your client roster.
Income Rider
Boost annuity applications, access webinar training, and enjoy agent incentives.
Indexed Annuities
Streamline your workflow, stay compliant, and grow your business with BOSS.
Fixed Annuities
Improve your digital visibility with agent marketing and design services.
Indexed Hypothetical
Streamline your workflow, stay compliant, and grow your business with BOSS.
How to Use Annuity Rate Watch Learn how to make the most out of the Annuity Rate Watch annuity grid.
Get Contracted with Pinnacle Financial Services
By partnering with Pinnacle, you’ll gain access to the products, tools, and support necessary to succeed in this vital market. Get contracted with Pinnacle today and start offering comprehensive insurance with the support of a trusted, experienced BGA/FMO.
