Quoting Resources
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Quoting Tools & Resources
General Guidelines
When you first begin to run appointments, choose one or two companies to run with (most managers choose Columbian Financial Group and/or Foresters). For most of your initial business, a plan from one of these companies will be great for your client (remember to check plan with your agent mentor via telephone after you have gathered your client’s health/financial/legal history while you are in their home or virtual appointment).
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Additional Resources
Height/Weight charts by carrier
Medication Lists by carrier
Basic Quoting Tools
Final Expense (Password alliance)
Simplified Issue Term (Password cfgsit)
CFG Safeshield Term for Google
