John Creekmore, President of Creekmore Insurance Group, is excited about the new technology. “In the past, if a client wanted to see several different products, or several different face amounts, we would have to run each comparison individually, and the agent would have to sort through multiple reports to find a particular product. Now, everything is in one report, and can be generated as easy as one click of the mouse.”

Agents and agencies can request a free customized link which will pre-fill quotes with their contact information. Each spreadsheet generated can illustrate up to 12 different carriers, level annual premiums, limited-pay premiums, and single pay premiums. The reports will also show all payment methods such as annual, monthly, quarterly, and semiannual.

“This platform is truly a game-changer,” says Creekmore. “Agents and financial advisors can put 144 different products on one report, and can see at a glance how the various insurers are priced. Clients can easily see how their choice of term period and face amount changes the price.”