Quoting

Quote every carrier without leaving the call.

Inyoke's quoter sits beside the dialer. Enter what the client tells you, compare what each of your agency's carriers will charge, and start the application before you hang up.

Part of Inyoke, the dialer and CRM for insurance agencies. Updated .

Quote while you talk.

Price the carriers your agency sells without leaving the call, then start the application right there.

  • Final expense, term, Medicare supplement, hospital indemnity and IUL
  • Your agency picks its carriers
  • The application starts on the call
  • Every sale lands in your book of business

Built for the way agents quote.

Five product lines.

Final expense, term, Medicare supplement, hospital indemnity and IUL, each with the questions that line asks.

Health, asked properly.

Add a condition or a medication and answer its follow-up questions, so each carrier prices the client as it would underwrite them.

Your carriers only.

Your agency chooses which carriers and product lines its agents can quote, and the quoter shows those alone.

Quote to application.

Pick a plan and the application opens with the client's details and the plan filled in. Submit it and the sale is in your book of business.

From the first question to the application.

  1. 1

    Enter what the client says.

    Date of birth, state, height and weight, tobacco use, health conditions and medications, and the coverage or monthly budget they want.

  2. 2

    Compare the carriers.

    See each carrier's plans and prices side by side, and which carriers declined and why.

  3. 3

    Start the application.

    Choose the plan and the application opens on the call, already filled in. Submit it and it lands in your book of business.

Everything the quoter takes.

  • Final expense, term, Medicare supplement, hospital indemnity and IUL
  • Quotes by coverage amount or by monthly budget
  • Level, graded or modified, guaranteed, limited pay and single premium
  • Health conditions and medications, with their follow-up questions
  • Height and weight, which carriers' build charts use
  • Tobacco and nicotine use
  • Bank draft, Direct Express, credit card or debit card payment
  • Medicare supplement by ZIP code, county and plan
  • Term length and return of premium
  • Declined carriers listed with the reason
  • Your quote stays open if the call drops or the page reloads
  • Ask yoke which carriers take a condition

Questions, answered.

What can I quote in Inyoke?

Final expense, term life, Medicare supplement, hospital indemnity and IUL. Each product line asks its own questions, from health conditions and medications for final expense to ZIP code and plan for Medicare supplement.

Which carriers can my agents quote?

The ones your agency sells. An agency owner chooses the carriers and product lines its agents can quote, and the quoter shows those carriers alone.

Does the quoter handle health conditions and medications?

Yes. Add a condition or a medication, answer its follow-up questions, and each carrier's quote reflects how it underwrites them. Carriers that decline the client are listed with the reason.

Can I start the application from a quote?

Yes. Pick the plan and the application opens on the call with the client's details and the plan already filled in. Once it's submitted, the sale is in your book of business.

Do I need a separate quoting tool?

No. Quotes run inside Inyoke, beside the call and on the same login as the dialer and the CRM.

Is the quoter in every seat?

It's in the full seat, with the dialer. The CRM seat, for owners, recruiters and anyone else who doesn't make calls, has neither the dialer nor the quoter.

Your best month starts here.

See how Inyoke and yoke help your agents close more and spend less time on admin.

  • Works in your browser
  • No phone system to buy
  • Bring your own leads
How many agents?

We'll reply by email to set a time. Prefer to write? support@inyoke.com