Fat Ticket: A Drop Ticket for the Modern Age

Quote via the Quotes API, save the quote, and send the insured a Part 1 link—or complete Part 1 yourself. When Part 1 is signed, submit structured JSON and a PDF to any connected carrier via API. No re-keying through iPipeline or iGO.

Fat Ticket — Apply Part 1
BC
 
 
Parties
1
Primary Insured
2
Policy Owner
3
Policy Payor
Beneficiaries
4
Primary Beneficiary
5
Contingent Beneficiary
Background
6
Occupation
7
Financial
8
Existing Insurance
History & Lifestyle
9
Family History
10
Criminal Records
11
Foreign Travel
12
Lifestyle
0/12
Fat Ticket
Fill once.
Send to any carrier.

Run quotes via the Quotes API, save the quote, and send the insured a Part 1 link—or finish Part 1 in Fat Agent. Once signed, the agent submits structured JSON and a PDF to any connected carrier. Part 2 health questions are coming soon.

1
Application
12
Part 1 steps
0
Re-keying

No re-keying, no iPipeline, no iGO

Fat Ticket — Apply Part 1
BC
 
 
Parties
1
Primary InsuredDOB, SSN, contact
2
Policy OwnerSame as insured
3
Policy PayorSame as insured
Beneficiaries
4
Primary BeneficiarySpouse, 100%
5
Contingent BeneficiaryChildren, 50/50
Background
6
Occupation$95k / yr
7
FinancialNet worth, income
8
Existing InsuranceNo policies
History & Lifestyle
9
Family HistoryBoth alive
10
Criminal RecordsNone
11
Foreign TravelNone
12
LifestyleNone of these
0/12
Select carrier
SBLI
Term Life · $142.50/mo
TA-2026-TL-73841
Banner Life
Term Life · $138.90/mo
TA-2026-TL-73841
Symetra
Term Life · $151.20/mo
TA-2026-TL-73841
Transamerica
Term Life · $145.80/mo
TA-2026-TL-73841
Prudential
Term Life · $155.00/mo
TA-2026-TL-73841

How Agents Apply With Fat Ticket

One customer profile from quote to carrier submit. Run quotes, save the case, get Part 1 signed, then send—without re-keying into iGO or carrier portals.

Book a Demo

Quote & Save

Run real-time quotes through the Quotes API and save the selected quote to the customer record in Fat Agent.

Complete Part 1

Send the insured a link to finish Part 1—or complete twelve guided sections plus e-signature in Fat Agent yourself.

Select Carrier

When Part 1 is signed, choose where to send the case. The same structured application routes to any connected carrier.

Submit Via API

Agent submits the signed Part 1 to the carrier endpoint—structured JSON for straight-through processing plus the signed application PDF.

Track In CRM

Carrier policy number and case status flow back to the agent account—received, underwriting, approved.

How Carrier Connection Works

One HTTPS endpoint. When an agent submits, Fat Agent sends signed Part 1 JSON and PDF; you return a policy number. Status updates flow back as the case moves.

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Connect

Technical kickoff, sandbox endpoint, and API credentials. Postman collection coming soon.

Receive

Fat Agent POSTs structured Part 1 JSON plus a signed application PDF on every submit—including a Fat Agent policy ID for correlation. Part 2 health data will use the same API path when live; carriers choose whether to accept it.

Respond

Return a carrier policy or application number and a received status. One request in, one response out.

Update

Push underwriting, approved, or declined status back to Fat Agent via webhook so agents see case progress in CRM.

The Application Layer Life Insurance Deserves

Fat Ticket is a two-part life application inside Fat Agent. Part 1—parties, beneficiaries, background, and signature—is live today. Part 2 health questions are on the roadmap. Connected carriers choose which parts they accept via API.

Quote To Carrier

Run quotes through the Quotes API, save the quote, and launch Part 1 from the same record—send a link to the insured or complete it yourself. After sign-off, route the application to any connected carrier via API.

Plain-Language Steps

Twelve guided Part 1 sections—parties, beneficiaries, background, history—so agents know what to ask and clients know what they are signing.

No Portal Hopping

Stop bouncing between iPipeline, iGO, and carrier sites to move one case forward. The apply path stays inside your workflow.

Why Legacy Apply Tools Are Holding The Industry Back

iPipeline and iGO were built for a different era. Agents still re-key the same data, decode confusing application wording, and lose time they should spend selling. That friction slows issuance and burns producers out.

Re-Keying

Household data typed once in the CRM, again in the quote engine, again in the carrier portal. Fat Ticket breaks that loop.

Unclear Questions

Carrier iGO apps bury agents in jargon. Fat Ticket uses structured, agent-friendly sections so you collect the right answers the first time.

Lost Momentum

Every extra login and re-entry is a chance for the case to stall. One application, one send—keep the sale moving.

More Ways To Explore Fat Ticket

API documentation and a sample Fat Ticket PDF are on the way. Book a demo today to see the live workflow.

API docs (Postman)SoonSample Fat Ticket PDFSoon

See Fat Ticket On The Daily Demo

Walk through quote, Part 1, and carrier submit in Fat Agent—save the quote, get Part 1 signed, send JSON and PDF without re-keying.

Book a Demo

FAQ