How It Works
QuickStart is easy to use – once your site is set up, it provides a straightforward selling experience.
1. Generate a quote
Use your client’s information to generate a detailed quote, then choose riders, benefit amounts and more to create the perfect coverage.
2. Email quote
Email the quote to both you and your client to save options and continue conversations if they’re not ready to buy.
3. Complete the app
Depending on what kind of site you create, you’ll either help your customer fill out an application or they can take a self-service approach. All QuickStart products are designed to have fast, straightforward applications.
4. Get a decision
In most cases, you’ll find out your client’s application decision immediately. Then it’s just a matter of payment before we issue the coverage.
Customized for your needs
Customization should mean more than just adding your logo – and with QuickStart, everything is built with you, your brand, and your sales goals in mind. It’s there to help you grow your business, so it should be your tool from start to finish.
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Choose how you sell:
With options for either agent-led or complete consumer-direct sales, QuickStart can easily fit your existing sales process or help you expand it in new directions.
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Choose what you sell:
Everyone’s insurance needs are different, and so is your business focus. You pick the products and riders you want to sell, along with options like benefit amounts, coverage periods and more.
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Choose when you sell:
QuickStart is ready when you are. It will be in your hands shortly after you begin the process – tested, secure, and compliant with all regulatory and accessibility standards.