Click the print icon (shown below) to generate a PDF report comparing any or all of the following products: accidental death, accumulation indexed UL, guaranteed UL, protection indexed UL, protection

Quote & Apply's Policy Preview allows you to preview the filled application before generating the DocuSign. Click the link on the final step within Quote & Apply to generate a preview of the applicati

The quote summary has been revamped! Here's an example summary report. Quote Summary

You can customize the product types which appear within Quote & Apply by going to your Quote & Apply's settings within BOSS. Product Types By default, all product types are enabled. When you disable

Quote & Apply now supports 1035 exchanges! Click the "Advanced Filters" to reveal the 1035 Exchange field. Example 1035 Exchange Input Please note that not all carriers support 1035 exchanges. We wo

Quote & Apply's "Assist" feature gives you access to specialized planning in a simple-to-use manner. Select Assistance Choose module You can disable/enable this step by adjusting your Quote & Apply

Comparing Traditional LTC, Linked Benefits, and LTC Riders has never been easier with the refreshed Long Term Care step within Quote & Apply. Click "Long Term Care" within Quote & Apply to access the

You can limit the carriers displayed on your Quote & Apply website by viewing the Carriers tab when viewing your Quote & Apply website within BOSS. Disable any carrier you don't want to appear and you

We're excited to announce the addition of table ratings within Quote & Apply. Table ratings are underwriting classes worse than Standard. To select a table rating for the insured's underwriting class

You can now quote life insurance premiums with Quote & Apply within NowCerts, an intelligent, secure, and intuitive Agency Management System. On the NowCerts Dashboard, select the Prospects/Leads t