One of the biggest challenges that agents face when selling final expense is finding the best product to fit their client’s needs. Most of the insurance carriers have different requirements to qualify clients, so whether it’s a specific lookback period on a health issue or a special type of medication that your client is taking, it is your job to find the best plan. Navigating through the various underwriting criteria can be time-consuming, exhausting, and frustrating. Fortunately, Pinnacle Financial Services has a software tool that will find the right plan for your client in a matter of seconds!
What is Pinnacle’s Expense Quoting Software?
It is an all-in-one final expense quoting software that contains everything you need to know about your carriers and helps you sell the right product for your client. Some of the key features include:
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Underwriting Assistant
- Medication Handling – Find the right plan based on the client’s medication and prescription history.
- Health Conditions – Find the right plan based on the client’s specific health conditions
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Intuitive Quoting
- Best Plan Pro handles the difference between ongoing treatment and maintenance treatment automatically per carrier and understands implied conditions and medications.
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Evaluate Multiple Carriers
- Our program will automatically process all of your carriers simultaneously, so there’s no need to be an expert on the underwriting questions with every carrier.
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Accessibility
- Available on all platforms including Windows, Mac, iPad, Tablets, Android, and iPhones
How Can I Get Pinnacle’s Final Expense Quoting Software?
The Final Expense Quoting Software typically costs $60 per month for agents. Right now, if you contract with Pinnacle Financial Services, then agents can get access for a discounted rate or no charge!
Click Here to start your contracting with Pinnacle Financial Services today!
Where Can I Find More Information on Pinnacle Financial Services?
Pinnacle Financial Services offers direct contracts with dozens of insurance carriers in the senior market. Whether you are selling Final Expense, Annuities, or even Medicare, our seasoned sales directors can help you get started and guide you through the contracting process. Call Pinnacle today at 800-772-6881 or visit us online at www.pfsinsurance.com to get started!
Selling Final Expense? Need Leads? CLICK HERE!
1 (800) 772-6881 x7731 | sales@pfsinsurance.com
Mark Bolger
Director of Sales | Life & Final Expense
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Contact a Pinnacle Representative if you have any questions.
1 (800) 772-6881
support@pfsinsurance.com
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