The Tools That Make You the Expert at the Table
Seven client conversation tools that turn a sales pitch into a real plan, every one with a polished PDF report in your own name. Plus every carrier portal in one place and a Drug Guide built for live calls.
Clients Don't Buy Products, They Buy Clarity
Telling a family they need more coverage is a pitch. Showing them the number, on screen, built from their own answers, is advice. These tools let you show instead of tell.
Guessing Out Loud
- "You probably need around half a million"
- Math on a napkin or a phone calculator
- Nothing for the client to keep
- Hunting for the right carrier login
- Freezing when a client names a medication
Showing the Math
- A needs number built from their own life
- Charts the client can see move live
- A polished PDF report in your name
- Every carrier portal one click away
- The right follow-up questions for any medication
Run It With the Client, Hand Them the Report
Each tool walks the client through their own numbers with sliders and live charts, then builds a polished report you can download and send. Click through the real tools below.
A Tool for Every Kitchen-Table Conversation
Life Insurance Needs Analysis
Who depends on your income, what you owe and what the kids will need, rolled into one honest coverage number and a range to discuss.
Financial Independence Number
Their target, the monthly savings it takes and where they're on track today, all updating as they drag the sliders.
Purchasing Power Stress Test
Watch everyday prices climb year by year and see what today's lifestyle will really cost at retirement.
The Power of Investing Early
A few years of saving early versus waiting, with the growth chart and a letter the client can keep.
Principal Payoff Accelerator
Mortgage, auto, student or personal loans: pick an extra payment and see the payoff date and interest saved.
Roth Conversion Blueprint
Thousands of conversion schedules tested against their brackets, Medicare tiers and state, then the best plan laid out year by year.
Family Legacy Stress Test
A two-minute discovery conversation that scores how much stress the current plan would put on the people they love.
Every Report Says You Prepared It
Your name, title, agency, phone and email go on every report automatically. The client walks away with a professional document in your name, the kind of thing that gets forwarded to a spouse, a parent or a friend who needs the same conversation.
Every Carrier Portal, One Click Away
Stop digging through bookmarks. 168 carriers across life and annuity, property and casualty, health and Medicare, and supplemental and worksite, searchable and sorted, with a big button straight to each portal.
- Star your carriers into My Carriers
- Drag to put your favorites first
- Swap in your own portal link for any carrier
- Search by name or filter by line of business
Never Freeze When a Client Names a Medication
Type the name the way the client says it, even if the spelling is off, and the Drug Guide finds it from the first letter. See what it's prescribed for in plain English, what to check first and the exact follow-up questions to ask, without leaving the call.
From First Question to Signed Application
Learn It Yourself
Run each tool on your own numbers so you can explain every result with confidence.
Run It With the Client
On a Zoom call or across the table, let them watch their own numbers move.
Hand Them the Report
Download the PDF in your name and send it the same day.
Get to the Application
Open the right carrier portal in one click and check any medication on the way.
Agent Toolkit FAQ
Which tools are included?
The Life Insurance Needs Analysis, Financial Independence Number, Purchasing Power Stress Test, The Power of Investing Early, Principal Payoff Accelerator, Roth Conversion Blueprint and Family Legacy Stress Test, plus Carrier Links and the Drug Guide.
Do the reports have my name on them?
Yes. Your name, title, agency, phone and email go on every report, so the client and anyone they share it with knows who to call.
Can I use the tools live with a client?
That's what they're built for. Run them on a Zoom call or in person, move the sliders together and download the report at the end.
How many carriers are in Carrier Links?
168 carriers across life and annuity, property and casualty, health and Medicare, and supplemental and worksite. Star your own, reorder them and swap in your own portal link.
What does the Drug Guide cover?
112 medications are written up in depth with what they're prescribed for, what to check first, follow-up questions and underwriting notes, and the search handles misspellings and brand names.
How do I get access?
Buy now to get started, or book a demo and we'll walk you through every tool. Questions? Call (937) 795-6678.
Walk Into Every Appointment as the Expert
Seven client tools, every carrier portal and a Drug Guide, all in one login.