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.

Find out more

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!

Acuff
FuturePlan
Pension Plan Specialists Card
RPA
Altigro
Goldleaf
M2B
Pension Works
Asperia
Intac Card 2
Pensys Card
Swerdlin
Beneco Card
Kravitz Card
Maans
QBI

TPA's

A Who's Who of Elite TPA's!

TPA6

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!
RK Building Web
American Funds 1
ameritas1
john hancock1
Cuna Logo 1
MassMutual1
T.Rowe logo
Empower1
Picture1
Transamerica1
Voya1

Logo's shown above in no way imply an endorsement of InstaQuote® or it's associated modules

cambridge
Morgan Stanley
Resources
UBS
cetara
MassMutual1
Stifel
EJ3
Raymond James
Merrill Lynch

Broker-Dealers

Proposals requested by and delivered to dozens of the leading Advisors, RIA's and Broker-Dealers.  100% fee transparency and disclosure.

B-D Building Blue

Logo's shown above in no way imply an endorsement of InstaQuote® or it's associated modules