What Is Insurance Toolkits?
Insurance Toolkits is the platform Messer Financial Group provides for agents to quote and enroll Final Expense business.
What You Can Do in Insurance Toolkits
Insurance Toolkits supports the following actions for Final Expense business:
Quote Final Expense plans
Complete Final Expense enrollments
Insurance Toolkits also includes a built-in live chat support feature available directly inside the platform if you need assistance while quoting or enrolling.
Final Expense Carrier List
For a full list of Final Expense carriers available in Insurance Toolkits, visit the Messer Financial Group carrier index or click below.
How to Request Access
To request access to Insurance Toolkits, submit a request using the link below. Once your request is received, Producer Support will process it within one business day and send your login credentials.
Demo Video
A walkthrough video is available to help agents get started with Insurance Toolkits. New users and agents looking for a refresher on navigating the platform are encouraged to watch before their first enrollment.
Additional Resources
For additional help, please contact Producer Support, which is available by chat directly from your account, by phone at (866) 568-9649, or by email at [email protected].