Insurance Toolkits is the platform used to quote and enroll Final Expense business.
This tool allows you to run quotes and complete enrollments directly within the system.
What You Can Do in Insurance Toolkits
Quote Final Expense plans
Complete enrollments
Access built-in support through the platform’s chat feature
Insurance Toolkits includes its own live chat support feature, available directly inside the site if you need assistance while quoting or enrolling.
Requesting Access
If you need access to Insurance Toolkits, you must submit a request using the link below:
Access Request Link:
https://go.messerfinancial.com/quote-toolkit
Once your request is submitted and processed, you will receive login information to access the platform.
Access & Login Support
If you need help with login information or account access:
Messer Financial Support Team
📞 (704) 568-9649
For questions specifically related to quotes:
Benchmark Support
📞 (704) 527-1211
Demo Video
We also offer a walkthrough to help you get started with the tool:
New Life Quote Tool Demo
We recommend watching the demo if you are new to the platform or would like a refresher on navigating the system.
Final Expense Carrier List
For a full list of available Final Expense carriers, please visit:
messerfinancial.com → Our Products → Carrier Index → Final Expense