Underwriting Intelligence

Close More.
Know More.
Waste Less Time.

AgentIQ gives independent life insurance agents instant AI-powered carrier recommendations, underwriting guide search, and real-time call coaching — everything you need to write more business, faster.

15 free CarrierIQ requests/month · No credit card required

Features

Everything an agent needs to move faster

Built by agents, for agents. Every tool is designed to shave minutes off your quoting and selling process.

Quick Match

Paste a client's health profile and get instant carrier recommendations ranked by fit, with full eligibility status across all carriers — in seconds.

🔍

Guide Q&A

Ask natural-language questions across every carrier guide at once. "What carriers work for Type 2 diabetes on Metformin?" — answered instantly.

📚

Carrier Guide Search

Search any carrier's underwriting guidelines instantly. No more hunting through PDFs — find the exact rule you need in one search.

🎙️

Live Call Coaching

Real-time AI objection handling during active sales calls. Tap a chip and get the exact words to say — while the client is still on the line.

💬

Objection Handler

Standalone tool available without a subscription. Get proven responses to the most common life insurance objections, free.

💊

Medication Lookup

Search any medication across all carrier guides instantly. Know which carriers are lenient before you ever ask your client a health question.

Carrier Coverage

10 carriers. One platform.

AgentIQ covers the underwriting guidelines for the carriers your clients need most — ranked, searchable, and always current.

Banner Life
Mutual of Omaha
Transamerica
Foresters Financial
American Amicable
SBLI
Quility Term Plus
United Home Life
Americo
Corebridge Financial

New carrier guides added regularly. Don't see yours? Request it →

AgentIQ is an independent software tool and is not affiliated with, endorsed by, sponsored by, or in any way connected to any of the insurance carriers listed above. All carrier names and trademarks are the property of their respective owners and are referenced solely to describe the underwriting guidelines AgentIQ analyzes. Carrier guidelines are subject to change; always verify with the carrier directly.

How It Works

Up and running in minutes

01

Sign up free

Create your account in 60 seconds. Get instant access to all tools with 15 free CarrierIQ requests/month — no credit card, no commitment.

02

Run your first quote

Paste your client's health profile. AgentIQ ranks every carrier by fit and eligibility in seconds, so you know exactly where to place them.

03

Close faster

Use Live Call coaching on every call, answer objections instantly, and search every carrier guide without leaving your workflow.

Pricing

Simple, transparent pricing

Start free. Upgrade when you need more.

Free

$0/month

Try everything with no commitment.

  • 15 CarrierIQ requests/month
  • Quick Match
  • Guide Q&A
  • Carrier Guide Search
  • Full PDF Viewer
  • No credit card required
Sign Up Free
Most Popular

Unlimited

$45/month

For agents who run hard every day.

  • Unlimited requests
  • Quick Match
  • Guide Q&A
  • Carrier Guide Search
  • Full PDF Viewer
  • Priority support
Get Started

Basic

$25/month

For agents growing their book.

  • 300 CarrierIQ requests/month
  • Quick Match
  • Guide Q&A
  • Carrier Guide Search
  • Full PDF Viewer
Get Started
LIVE CALL ACTIVE

Live Call Coaching Add-On

Add real-time AI call coaching to any plan — tap a chip while on a call and get the exact words to say.

+$7.50

/month · 100 sessions

Add to Plan

Your next placement
is 10 seconds away.

Join agents who use AgentIQ to quote faster, answer objections in real time, and write more business every week.

Sign Up Free — No Credit Card

15 free CarrierIQ requests/month · Cancel any time