Sales Automation Tools
Designed for TPA's | Broker-Dealers | Advisors | Wholesalers
Should I Market at:
The Speed of: Yesterday
or
The Speed of: Tomorrow?
The Choice is Yours: Today
InstaQuote© - the retirement plan industry's fastest growing proposal system has raised the bar with incredibly fast and impactful proposals. Received in seconds, InstaQuote© proposals result in a significant increase in closing ratio's for TPA's, advisors and recordkeeper wholesalers. Mobile ready - use your phone, tablet or computer.
InstaQuote is the industry's premier provider of custom TPA proposals having generated over 7,100 proposals in YTD - 2020 representing $20.2+ BILLION in retirement plan assets!
TPA's
A Who's Who of Elite TPA's!
Logo's shown above in no way imply an endorsement of InstaQuote® or it's associated modules
Recordkeepers
Custom Proposals Prepared Instantly for all Record-keepers shown - Complete flexibility with custom reimbursement calculations and options:
- including standard formulas,
- zero reimbursement,
- or any combination of 1st year and Ongoing reimbursement
- including a flat dollar 1st year option!
Logo's shown above in no way imply an endorsement of InstaQuote® or it's associated modules
Broker-Dealers
Proposals requested by and delivered to dozens of the leading Advisors, RIA's and Broker-Dealers. 100% fee transparency and disclosure.
Logo's shown above in no way imply an endorsement of InstaQuote® or it's associated modules