Generate polished 3-plan life proposals
in under 60 seconds.
LifeQuote Pro turns your product lineup and your client notes into a structured, client-ready proposal — with 3 options, plain-English explanations, a call script, and a personalized follow-up you can send immediately.
Not a consumer advice tool. For supporting licensed agent recommendations only.
Sample Client Scenario
See what LifeQuote Pro can generate from a few inputs.
Recommended structure for Jason (32, married, 2 kids)
- Plan A — 30-year term, $1M face — anchors full income replacement while kids are dependent.
- Plan B — 20-year term, $750k face — balances mortgage payoff + college + partial income replacement.
- Plan C — blended strategy — smaller 20-year term plus a modest permanent base for long-term needs.
LifeQuote Pro builds these using your carriers, your product lineup, and your compliance language — you stay in control of the recommendation.
How LifeQuote Pro fits into your workflow
1. Load your products
Add the term, whole, IUL and final expense products you actually place. Set age ranges, sweet spots and guardrails once — LifeQuote Pro respects your rules on every proposal.
2. Capture the client story
In 60 seconds log age, income, debts, family, goals and budget. Paste any notes from your fact-finder and let the system turn it into structured insight.
3. Present 1–3 clear options
Get a client-facing summary, a call script and a follow-up email built around your products — not random “perfect world” examples.
Built for real-world conversations, not hypotheticals.
LifeQuote Pro doesn’t pretend to be the advisor. You are. It simply turns your product shelf and your client’s situation into a structured, easy-to-present set of options — with the language to explain each one clearly.
- Configurable product library. Term, whole, IUL, FE, riders and rules you control.
- 3-option proposal framework. Recommended, budget, and premium options in one view.
- Scripts & follow-ups. Intros, transitions, and objection responses tailored to each client.
- Compliance-friendly by design. You decide the language, carriers and constraints. The system stays inside your walls.
Coming soon
- • PDF exports with your logo
- • Team dashboards for agencies
- • CRM notes export (copy-paste into your AMS/CRM)
- • Multi-language summaries for bilingual clients
Early access pricing
Solo Agent
$19/mo
For individual life agents running their own book.
- • 1 user
- • Up to 50 proposals / month
- • Product library + 3-plan engine
- • Scripts & follow-up templates
Pro Agent
$49/mo
For high-volume producers or small teams.
- • Up to 3 users
- • 300 proposals / month
- • Logo & branding on PDFs
- • Priority support
Agency
$99/mo
For agencies who want a consistent proposal process.
- • Up to 10 agents
- • Shared product library
- • Proposal analytics
- • API / integrations (roadmap)