Our Agent Tools section includes everything you need to work with Advanced Planning Services. Use our agent tool box to generate quotes, get case status, find carrier forms or carrier appointment paperwork. We’re here to help you grow your book of business!

Ask the Doctor — Have a complex case you want to ask our head underwriter about? Please click here to send an email with your questions.

Term Life Quotes — Click here to use our term life insurance quote engine to enter your client’s information and get a quote immediately.

Permanent Product Search Engine — Permanent product quotes take a little bit more than term life quotes. Please click here to learn about the different permanent products available from our carriers and request a quote.

Case Status — Please click here to get the latest status on your current cases.

Software Updates

• Winflex Web
  Want to generate your own illustration? Click here to learn how to set up WinFlex.
• Carrier Updates
  Click here to update your current carrier software.

APS Informal Inquiry & HIPAA Form
iGo e-App – Term Life Forms
Life Insurance Carrier Forms