QUOTES & UNDERWRITING
From term insurance to disability insurance coverage, we have forms that make it easy to request quotes for us to run them for you or proprietary software where you can run them yourself. We also provide all underwriting requirements and guidelines for all of our carriers as well.
TERM
iPIPELINE TERM QUOTES
This term insurance quoter is best when you already know the general underwriting class of your client, or their build and tobacco use. It compares all of our carriers and term products and produces an easy-to-read PDF for you and your clients.
VITALTERM QUOTES
VitalTerm is an accurate, reliable, and flexible term insurance comparison and information system. VitalTerm is the software we use at TBA to quickly access information for over 500 Term products. It also produces a professional report package for you and your clients.
PERMANENT
WINFLEX PERMANENT QUOTES
Run comparisons on guaranteed UL, IUL, and VUL products. WinFlex web is an illustration system designed to offer advisors a single system for multiple carriers to provide easy to present permanent life quotes. It does require a separate registration.
DISABILITY
DISABILITY INSURANCE QUOTES
Due to the complex nature of disability insurance (DI), you will need to fill out the simple form linked below, and Kathryn Kinnane – our resident DI expert – will reach out in order to produce the most accurate quotes for you.
LET US RUN THE QUOTES
Don’t have the time or feel more comfortable with our team of experts running the quotes? That’s what we’re here for! Simply fill out the quote request form linked below and one of our illustration specialists will reach out with your requested quotes to retrieve any additional information needed.
UNDERWRITING
RESOURCES
1
CASE STATUS
Regardless, if you are registered for TBA.com you will need to request access to view case status online. Once granted access to your case status you can access all of your cases below.
2
GUIDELINES & REQUIREMENTS
You are able to view all underwriting guidelines and requirements for all the carriers and products available through TBA.
3
IMPAIRED RISK QUESTIONNAIRES
Do you have a client with a preexisting condition but are unsure about what their rate class will be? These questionnaires allow us to get the most accurate quotes based on their condition.
