Independent agencies need solutions too. That’s why InsuranceToolkits seeks to help agents and independent marketing organizations simplify their business with their all-in-one software solution.
InsuranceToolkits is an underwriting, quoting, CRM, & POS tool suite designed for final expense, term life, & Medicare supplement insurance agents. InsuranceToolkits is making it easier than ever to run your insurance business.
Joseph Wahl, Co-Founder of Sales
Can you please introduce yourself and what you do?
My name is Joe Wall. I’m the co-founder of Insurance Toolkits.
Can you tell us more about your company?
So if you’re not using our platform and you’re an IMO or you’re an agent, you’re probably leaving a lot of business on the table. You’re placing business where it could otherwise get rated and it shouldn’t. Your agents could be texting a group chat or calling their upline when they could otherwise be selling. So we simplify the sales process all the way up until the point of the enrollment and we make sure agents get paid what they deserve.
What brings you to Medicarians 2022?
So this is our first big trade show. We usually go to smaller events that are more agent focused and IMO focused. So we wanted to connect with a lot of the carriers that we support on our platform and meet a lot of the groups that use our platform or hopefully we’ll get on to our platform and start using it.