Introducing Our New Risk Assessment Tool!

We're excited to unveil our latest enhancement to the Quoteplicity portal—the Risk Assessment feature! This tool is designed to provide more accurate Final Expense insurance quotes by allowing agents or clients to complete a brief assessment during the quoting process.​

Key Benefits:

• Enhanced Accuracy: Receive quotes that closely match the client's health profile.​

• Streamlined Process: Reduce the need for follow-up questions, making the application process smoother.​
• Flexibility: Both agents and clients can complete the assessment, offering convenience and adaptability.​

Here's what it looks like in practice:

To experience this new feature, simply log in to Quoteplicity and initiate a Final Expense quote. After entering the basic information and viewing the initial quotes, you'll have the option to complete the Risk Assessment for more tailored results.​

We believe this addition will significantly enhance your quoting experience and help you better serve your clients.​

Thank you for being a valued member of the Quoteplicity community!​