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Insurance Toolkits is software for insurance agents selling simplified issue products such as final expense, term life and Medicare supplement, combining underwriting, quoting, CRM and point-of-sale tools. It is made by Insurance Toolkits, LLC, and the founders are former agents.
An agent enters a client's details, screens health and eligibility against carrier rules and compares quotes in the relevant toolkit. Clients can be saved in the CRM, and the Lite Link lets prospects quote themselves.
Insurance Toolkits serves independent agents and agencies. The site lists Equita Final Expense Services and Unitrust among agencies using it.
Individual is $39.99 per month with unlimited toolkit use, CRM and Lead Platform access, and a free trial is offered. Agency is $119.99 per month with 5 agent accounts, and additional accounts are $29.99 per month each.
The site does not describe specific integrations. It links to carrier pages for each product line without naming carriers.
Bold Penguin is an insurance commercial lines exchange for agents. Applied Epic is a full agency management system for larger agencies. AgentSync focuses on licensing and compliance. Insurance Toolkits differs by focusing on life and Medicare quoting for individual agents.
Pricing Model
Quote-based
Starting Price
Contact vendor
Free Options
Free trial
| Feature | Individual | Agency |
|---|---|---|
| Unlimited toolkit use | , | |
| CRM | , | |
| Lead Platform access | , | |
| 5 agent accounts | , | |
| Extra accounts $29.99 per month | , |
API Types
SDK Availability
Verify SDK availability in vendor's documentation.
Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
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