Give your team an Insurance Needs Calculator that not only teaches clients how to visualize their coverage needs - it teaches new producers how to sell with confidence.
Qualify leads and train producers with one powerful calculator.
Use smart logic (like the DIME method — Debt, Income, Mortgage, Education) to assess actual coverage needs. Only speak with leads who are serious and ready.
New to the business? The calculator becomes a guided discovery tool they can use with real prospects — learning how to assess needs, recommend coverage, and build trust.
You're only talking to leads with real needs and real numbers.
Producers learn to guide, not push.
Whether you're a solo agent or managing 50 brokers.
We believe that calculators should always be calculating. We build intelligent tools that transform how insurance professionals work. Our calculator is designed to save time, improve accuracy, and elevate your sales approach.
Or, if you're using the Insurance Needs Calculator for training, it clearly conveys the impact of how someone's finances can affect their coverage needs at a glance. It shows them a level of clarity that can potentially turn a cold lead into a warm one.
Our Promise: Turn complex financial assessments into clear, compelling conversations that convert leads and develop top-tier talent.
Simple steps to better leads and smarter producers.
Users answer key questions about their financial situation (e.g., income, debt, mortgage balance, dependents).
The calculator estimates personalized coverage recommendations for Life, Health, and Accident Insurance.
You receive a high-intent lead — and your producers learn from every response and interaction.