One Screen. Every Product.
Stop switching between quoting systems. Everything starts from the customer's lead profile inside Fat Agent.
Life Insurance
Compare term, whole life, final expense, guaranteed universal life (GUL), and indexed universal life (IUL)—including compliant illustrations when supported by the carrier.
Personal Lines
Quote auto, home, renters, condo, and dwelling fire from the same customer record.
Financial Products
Generate annuity, long-term care, and disability quotes without starting over.
Commercial Insurance
Coming SoonExpand into business insurance using the same workflow.
Quote Once. Cross-Sell Everything.
Don't stop after one policy. Fat Agent makes it easy to identify additional opportunities and quote multiple products from the same customer profile.
Increase your revenue per household while creating better protected clients.
Build The Entire Household
Most quoting systems stop after one product. Fat Agent helps you build the entire household.
Every customer represents more than one policy. Fat Agent helps you uncover, quote, and close every opportunity from a single customer profile.
Built Around Your Sales Process
Save Every Quote
Every quote is automatically saved to the customer's profile for future review and comparison.
Share With Clients
Email personalized quote presentations with one click so clients can review options whenever it's convenient.
Personalized Quote Pages
Life insurance clients receive their own branded quote page where they can compare options, review illustrations, and apply online.
Fat Ticket™
Move from quote to application without making customers enter the same information again.
Connected To Your Carriers
Quote, review, and apply—without unnecessary data entry or starting over. Just a faster path from quote to policy.
Quote
Generate real-time quotes.
Review
Compare products and pricing.
Apply
Launch directly into the carrier application—or complete the purchase inside Fat Agent when supported.
Faster Quotes In Four Steps
Create one lead profile, quote every product, share recommendations, and move to application—all inside Fat Agent.
Request a DemoCreate A Lead
Enter customer information once.
Quote Every Product
Generate quotes across life and property & casualty without switching systems.
Share Recommendations
Send professional quote presentations with a single click.
Apply Or Bind
Bridge directly to participating carriers—or complete the purchase inside Fat Agent when available.
Generic CRMs usually stop at the form fill. For a side-by-side on native quoting versus a marketing stack, see Fat Agent vs GoHighLevel.
More Quotes. More Policies. More Revenue Per Household.
Your quoting system shouldn't just generate prices. It should help you uncover opportunities, reduce data entry, and move customers from quote to policy faster than ever before.
Request a Demo