Welcome to Quotacy for Advisors
Easy life insurance. For you and for them.
A+ rating by the Better Business Bureau®
The best life insurance companies all in one place.
Maximize your life insurance offerings with little effort
Whether you’re an insurance agent, financial advisor, or a divorce attorney, Quotacy for Advisors allows you to expand the way you help your clients plan for their future.
Quotacy will help your clients that need life insurance. You can focus on other aspects of your work while still providing a service to your clients.
Register for a Quotacy for Advisors account and you’ll get access to a personal dashboard where you can enter client information and track their progress.
How your client is first contacted is up to you. You can send them a templated email, which we create for you and you can customize.
Or, simply enter their information into your dashboard and they will receive an email from Quotacy.
In 10 minutes or less, your clients can put the life insurance approval process in motion. They’ll be paired with a non-commissioned Quotacy agent that will take care of the legwork and personally guide them every step of the way.
- Financial advisors, planners, and RIAs
- Independent insurance advisors
- Personal lines and commercial insurance agents
- Estate planning attorneys
- Personal bankers and loan officers
How it works for you
You’re the Agent
Whether you’re licensed to sell life insurance and want to be on the application or unlicensed and just want to make sure your clients have a great buying experience, we’d be happy to help.
You Get Paid
Our Quotacy for Advisors program offers commission to licensed agents, support, and resources, and is free to join with no monthly charges and no minimum sales requirements.
We Do the Work
When your client uses Quotacy to quote and apply, our team will reach out and help them through every step of the life insurance buying process. You make the recommendation, we do the rest.
Our life insurance underwriting expertise ensures your clients get the best price
Quotacy employs its own in-house underwriters who have expert insight into how each life insurance company evaluates risk. After your client applies, our underwriters check to make sure they’re matched with the company that will give them the best possible price and reach out if better options are available.
See prices and compare term life policies in under 5 minutes
Life insurance made simple
How our life insurance process works for your clients
When your clients enter the Quotacy website, it will be co-branded, if desired, so they know we’re your trusted partner. From there, starting the life insurance process is quick and easy. To review our full life insurance buying process, visit our application process page.
Build a Quote
Enter zip code, gender, birthday and smoking status to see instant life insurance quotes.
Choose a Policy
Compare life insurance policies with detailed info about each company and choose the best fit.
Applying online only takes 5 minutes. Plus, progress is saved for easy pick up.
What financial advisors can expect
- Together, Quotacy and trusted partners help consumers cast a wider net to find the life insurance they need to protect their family.
- Quotacy will uphold the established reputation of partners by delivering the same standard of excellence and unbiased guidance.
What your clients can expect
- Quotacy offers tools, resources, and honest advice from licensed experts to help consumers decide what coverage is right for them.
- Consumers can see prices and compare policies from top-rated life insurance companies all at once. And apply easily online.
Trusted Life Insurance Partners
Since 1990, we’ve served thousands of clients with expertise and care and have helped our customers protect their families with over $24 billion in coverage. Quotacy is backed by Hallett Financial Group, Inc., a brokerage general agency, with deep industry experience and top-level partnerships with the best life insurance companies in the nation.
To experience Quotacy through the eyes of our clients, check out our TrustPilot reviews.
Life insurance for financial advisors
We’d make a great team.
We’re committed to:
- Matching your client with the best life insurance policy for their needs.
- Providing unbiased guidance. Our team works on salary, not commission.
- Adding value to your clients’ lives by helping them protect what matters most.
Improve your life insurance game
What life insurance can do for your clients:
Take care of kids
What life insurance can do for your clients: Term Life insurance can pay for child care and other daily necessities that a stay-at-home or working parent do or pay for.
Best option: Term life insurance to cover the years when your client’s children are dependent on their parents for their well-being.
Provide for special needs
What life insurance can do for your clients: Life insurance on the parents of special needs children can ensure their child will have funds for adequate care if they outlive their parents. Parents can also obtain life insurance on their children to protect future insurability.
Best option: Parents should look into permanent life insurance that is guaranteed to provide a death benefit when they die. The beneficiary of the policy should not be the special needs child, but a trusted adult or a trust. Parents can also add on a child rider when they purchase their policy that will cover the life of their children. Work with a Quotacy agent to find the right insurance company that will insure special needs children.
Back up child support
What life insurance can do for your clients: Divorced parents can use life insurance to secure the financial future of their child as part of a divorce settlement with child support.
Best option: Term life insurance to cover the years of support payments.
Cover a mortgage
What life insurance can do for your clients: Homeowners can use life insurance to cover mortgage payments. Their family will not have to move or worry about payments if the insured dies.
Best option: Term life insurance coverage for the duration of your client’s mortgage.
Cover debt or co-signed loans
What life insurance can do for your clients: Life insurance can repay personal debt, such as credit card debt or student loans. The beneficiary of your client’s life insurance policy can be their loan co-signer or someone who would have to repay their debt if he (or she) would die.
Best option: Term life insurance that ends when the debt or loans will be paid off.
What life insurance can do for your clients: Life insurance can replace earned income to help a family pay daily expenses. If the financial provider dies, life insurance would replace this income for their family.
Best option: Term life insurance to cover your client’s income-earning years while they grow their wealth, investments, and savings.
Supplement retirement savings
What life insurance can do for your clients: Life insurance can supplement your client’s retirement savings.
Best option: Permanent life insurance that accrues a cash value is used by investors within a wealth management or retirement plan.
Leave an inheritance
What life insurance can do for your clients: Your client can use life insurance to leave an inheritance for their family.
Best option: Permanent life insurance will pay out to the heirs no matter when the insured dies.
Cover estate taxes
What life insurance can do for your client: Provide money for your client’s heirs to pay taxes on an inheritance.
Best option: Permanent life insurance is best when used as part of an estate plan.
Fund a buy-sell agreement
What life insurance can do for your clients: A carefully written buy-sell agreement is often covered with life insurance as part of a good business plan.
Best option: Term life insurance or permanent coverage depending on the scenario.
Cover business debt
What life insurance can do for your clients: Banks want business owners to be covered with life insurance to obtain SBA loans. We help owners get covered and a collateral assignment in place.
Best option: Term life insurance that ends when the debt or SBA loan will be paid off.
Cover business loans or taxes
What life insurance can do for your clients: Life insurance can pay off business debt, pay taxes if ownership of a business is transferred as part of an estate, or pay for a business partner to buy out shares of a business via a buy-sell agreement.
Best option: Term life or permanent life insurance depending on the goals of the business owner(s). Our advisors can help your client determine which option is best.
Pay for final expenses
What life insurance can do for your clients: Your client’s memorial service and final expenses can be paid for by life insurance.
Best option: Permanent life is sometimes called burial insurance. These policies cover the costs of your client’s final wishes.
What life insurance can do for your clients: If your clients have a charity they’re passionate about, a life insurance policy can leave a legacy.
Best option: Permanent life insurance used as part of your client’s estate plan. Another option: the charity listed as a contingent beneficiary to a term life insurance policy.
The life insurance companies we work with
It’s not just our excellent-rated customer service and underwriting expertise that makes us an easy choice as a life insurance partner for financial planners. We also work with the nation’s most trusted life insurance companies that are rated A or better. These carriers include AIG, Lincoln Financial Group, John Hancock, and Prudential, among many others. This allows your clients to explore more options in less time and all in one place.
Who is Quotacy?
Quotacy is an independent life insurance broker that goes beyond helping customers find the best life insurance policy. We’re dedicated to helping everyone from the very healthy to those facing great medical challenges.
We partner with some of the most trusted financial sites in the U.S. as well as seasoned professionals. They trust we’ll deliver an experience that reflects the best of their brand. Quotacy provides an easy and smooth process for life insurance for financial planners.
Quotacy is backed by Hallett Financial Group Inc., who will be processing your applications, licensing, carrier appointments, commission payments, and other back-office tasks.
Who is Hallett?
Hallett is a life insurance Brokerage General Agency (BGA) that has been helping licensed insurance advisors since 1990. They offer custom life insurance quotes, case designs, case management services, and innovative tools.
Insurance professionals and broker-dealers nationwide turn to Hallett for comprehensive brokerage services and deep industry expertise delivered efficiently, consistently, and rooted in unwavering integrity.
Hallett also has deep relationships within their partner carriers, which is a competitive advantage that helps agents and advisors offer the best options to their clients.
Questions? Talk with our experienced advisors.