๐ŸŽฏ Right Quote

Stop guessing carriers.
Place the right policy on every call.

Right Quote matches every client to the best-fit carrier in real time โ€” ranked by both approval likelihood and agent commission. No portals. No guessing. No preventable declines.

Your agents are doing two jobs at once.

On a live call, agents are selling and mentally underwriting simultaneously โ€” trying to remember carrier rules, health knockouts, medication restrictions, and commission grids for 10 to 15 carriers in real time.

When they guess wrong, the policy gets declined. When they hesitate, the client feels it.

Right Quote removes the guesswork entirely.

Five steps. One call. Right carrier every time.

01

Capture the lead

Start with a name and phone number. That's it.

02

Enter demographics

Date of birth, ZIP code, gender, tobacco use โ€” collected in seconds.

03

Run the health screen

Answer the health questions. Elimination rules apply automatically โ€” no carrier knowledge required from the agent.

04

Get ranked recommendations

Right Quote surfaces the best-fit carriers ranked by both approval likelihood and agent commission. Not just the cheapest. The right one.

05

Send the banking link

A secure SMS link goes directly to the client for banking and SSN collection โ€” no awkward asks over the phone, no lost deals from callbacks.

The right carrier. Every time.

50%

Faster calls

AI-assisted quoting cuts call time in half โ€” agents spend less time searching and more time closing.

0

Carrier portals to juggle

One screen replaces 10โ€“15 carrier portals. Everything an agent needs is in a single flow.

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Commission-optimized

Recommendations rank by both approval likelihood and agent commission โ€” not just the lowest price.

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Fewer preventable declines

Health elimination rules apply automatically โ€” agents stop placing clients with the wrong carrier.

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Banking collected securely

Secure SMS link to the client โ€” no awkward phone requests, no callbacks, no lost closes.

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Right carrier every time

Every client matched to the best-fit product based on health, age, state, payment type, and underwriting rules.

See Right Quote on a real sales call.

Watch how agents quote smarter, avoid declines, and close faster โ€” without the back-and-forth.

Book a Demo โ†’