Quotacy for advisors
Life insurance made easy.
Use our full-service platform to place more coverage with less work.
An innovative term life insurance platform for quoting, applying, and fulfillment.
Whether you're an insurance agent, financial advisor, or attorney – Quotacy for advisors allows you to expand the way you help your clients plan for their future. In 10 minutes or less, your clients can put the life insurance approval process in motion.
Experience Quotacy for advisors the way your clients will
After your client applies, our in-house team ensures your client has the right coverage by:
What your clients can expect: