Quoting Tools

Carrier Quoting Quick Links


In addition to the carrier quoting tools you should download the phone apps for the carriers when available. Some carriers require you to have a producer ID before you can access the agent portal and quote products.  In these cases contact the sales support dept for that carrier and they can run a quote or illustration for you.

If your client has health issues check this Quick UW reference guide before quoting. It will tell you which companies are best suited for the known health issues and save you a lot of time.

WinFlex Web

Once you have your producer ID# from the carriers Register for WinFlex Web.  This is a free web-based version of Winflex which allows you to run illustrations and quotes.

Follow instructions to register:  https://www.winflexweb.com/