An underwriting, quoting, CRM, and sales software tool suite designed for Final Expense insurance agents.
Final Expense Tools
CRM
Utilize our built-in CRM which allows you to easily save client information, take notes, and view sales statistics.
Drug Lookup
Quickly reference a drug or combination of drugs without needing to run a full quote.
Health Cheat Sheet
The fastest way to check underwriting parameters on a variety of health conditions.
Quoter
Enter your prospect’s information and let Fex Toolkit take care of the rest.
Quote Compare
Need to run multiple quotes at once? With Quote Compare you can instantly run three quotes side-by-side.
FexToolkit Lite
A personal URL that you can bookmark, share with a colleague, or even integrate directly into your website.
Developed by Agents for Agents
We provide the only POS insurance software platform that is designed and maintained by active agents. You don’t become an expert in anything by reading about it, you become an expert by having done it yourself.
Take the Stress Out of Selling
Let's face it, being a Final Expense insurance agent is tough. Being agents ourselves, we know the challenges of what it's like to sell in the field, over the phone, or online, so we designed FexToolkit to make however you sell just a bit less difficult. Whether you are looking for help at the point-of-sale to close down more prospects, increase your average premium, or if you simply want help to be able to underwrite more efficiently, we are here to help.
Gain a Leg Up
Whether it be in regards to selling, quoting, or any other aspect of the profession, you've always been told that the Fex business is 'black & white', right? Whether it be multi-use medications, niche carriers with tricky underwriting, or COVID-19 changing your business model, many of us can attest that the industry is not always so simple. Not to mention, the competitive nature of the industry means you always have to stay on top of your game. FexToolkit is here to give you that edge you need to stay ahead.
Contact Us
The best way to get in touch with us is to send us a message! Send us any questions or concerns you might have along with the best way to reach back out.