Quotes

Life

We want to convert your opportunities to sales as quickly as possible! We will work with you from quote through policy issue, as well as provide policy service support if needed. Our carrier relationships and industry expertise to view cases from multiple perspectives enables us to efficiently deliver quality solutions.

iGO! Term/UL Quote Fast, accurate, easy quotes; includes e-apps with straight submission through carrier
Term/UL Quote (VitalQuote) Industry’s leading Term and Guaranteed UL comparison and quoting system
Life Options (WinFlex) Generates the necessary compliant illustrations for Term & UL quotes
Informal Quote Request Provide detailed health info so we can “shop” your case: marketing@gpagency.com

PLEASE NOTE: Not all our carriers subscribe to these quoting tools. Contact our sales staff if you need assistance obtaining a quote with a specific carrier not featured: (919) 834- 7937 or complete an Informal Quote Request.

HELPFUL DATA COLLECTION TOOLS

Insurance Evaluation Form (fillable)

Prescreening Guide for Life Insurance (fillable)

Note: You need to download the form for fillable fields to activate.

If you are not registered with our website, you can submit the form below for a Long-Term Quote. Or, if you register with our website site, you can request a quote online through StrateCision. To register, click on Producer Login.

Once you submit the form below, our LTC Sales Director, Marshall Clement, will prepare a quote for you. Any questions, please contact Marshall at marshall@gpagency.com or 336-339-0593.

If you register with our website site, you can review Fixed and Multi-Year Guaranteed annuity options online. (To register, click on Producer Login.) You can also submit the form below for an annuity quote.

Request an Annuity Quote

Broker Information
Agent Name*
First Last
Phone*
Email*
Client
Annuitant
Name*
First Last
Birthdate*
Date Format: MM slash DD slash YYYY
Gender*
- Male
- Female
Joint Annuitant
Name
First Last
Birthdate
Date Format: MM slash DD slash YYYY
Gender
- Male
- Female
Annuity
Insurance Company Preference, if any
State of Issue*
Tax Qualified*
- Yes
- No
Premium Amount*
Primary Objective*
If Income is the primary objective, in how many years will distributions begin?
Income Preference*
If Select Period is chosen, how many years?
Additional Information
Please list any additional comments, health concerns or competition information that will assist us in properly preparing your quote.

DI Quote

For a quote, complete the fillable quote request form, save the PDF file, and email it to lyman@gpagency.com. We will provide you with the best option available among our disability insurance carriers.

Or, complete the form below, which you can easily submit online:

GPEZ Concierge Service (click here)

If you’re tight on time, let us do the rest. For a one-time $50 fee, we will complete your client’s application on your behalf.

IMPORTANT: For quotes, please have your client’s DATE OF BIRTH, not just his/her age. Most insurers calculate rates based on the AGE to NEAREST to BIRTHDAY.

Boston Mutual’s Quote Tool
(Not on iGO)

Click on logo.

Submit Your Applications Electronically!

You must be logged in to use this feature!

Fill out your client applications faster!
Simplify and accelerate the application process.
Experience easy-to-use, intelligent wizard screens!
Utilize e-Signature and e-Submit features.

Use our Preliminary App to prepare for your iGo App.
Prelim Life App (fillable)

Legal & General’s E-App
(Not on iGO)

Click on logo.

Long Term Care Quote Request

Client Information

Request an Annuity Quote

Broker Information

Client

Annuity

Additional Information

Request a Disability Quote

Broker Information

Client Information

Plan Design Information

Monthly Benefit

Optional Benefits / Riders

Boston Mutual’s Quote Tool
(Not on iGO)

Submit Your Applications Electronically!

You must be logged in to use this feature!

Legal & General’s E-App
(Not on iGO)

Boston Mutual’s Quote Tool(Not on iGO)

Submit Your Applications Electronically!

You must be logged in to use this feature!

Legal & General’s E-App(Not on iGO)

Boston Mutual’s Quote Tool
(Not on iGO)

Legal & General’s E-App
(Not on iGO)