Mobile Quoter and Server Upgrades

We’ve been busy at COMPULIFE. The biggest change for subscribers is a major upgrade to the Mobile Quoter, with a more secure login, a new menu, and many more ways to customize it. Behind the scenes, we’ve also upgraded our servers.

Mobile Quoter Upgrades

Every COMPULIFE subscriber has access to the Mobile Quoter on 3 devices, or 6 devices if you have an Agency/BGA PC Software subscription. If you’re not using the Mobile Quoter yet, email us at service@compulife.com and we’ll send you instructions.

Secure Login

There’s nothing to download or install. The Mobile Quoter runs in any modern web browser and adjusts to any screen size, whether desktop, laptop, tablet, or phone.

The first time you visit the new Mobile Quoter, click “Forgot your password?”. If you don’t know your Username then you will need to refer to your Mobile Quoter email or send us an email to service@compulife.com to get your Mobile Quoter instructions. The first time you visit the new Mobile Quoter, click the “Forgot your password?” link under the “Log In” button. We’ll email you a link to create your password, and the password requirements are shown on the reset page.

If you’re an Agency with multiple agents, everyone in your agency will use the same username and password to access the Mobile Quoter.

New Navigation

The Mobile Quoter looks a lot like the previous version, but now with a menu across the top. You will see the COMPULIFE logo and menu option to always get to the Mobile Quoter and Settings. You will also see a User Icon with your name.

Settings Icon: Customize Your Mobile Quoter

Before, you could only choose which life companies to quote. Now you can control much more. Tap or click Settings to find:

• Options: Choose the states you do business in, the number of results to show, the types of insurance to choose from, and more.
• Defaults: Set your preferred starting values, default face amount, health class, insurance category, and birthdate or age, etc.
• Companies: Select the life companies you want to quote.

Together, these settings make it easy to set up the Mobile Quoter the way you work and run quotes for clients.

User Icon

Tap or click your name and User icon in the top menu to see your Account Details. There you can view your active devices, log out of your current device, change your password, and delete any devices you no longer use.

Quoting

All your familiar quoting features and tools are still here. Use the Health Analyzer, quickly show a single company’s products, email a quote to your client, and more.

The Mobile Quoter also shows a lot of product detail. Tap a premium to see renewability, convertibility, and renewal premiums. You can also run quotes with waiver of premium, table ratings, and health analysis.

The PC Software still offers the most agent-friendly product data, so it’s the best choice for in-depth product research. The Mobile Quoter is ideal for quick quotes when you’re away from your computer or sitting with a client.

Server Upgrades

Over the past few months, we’ve also upgraded our servers. The new servers are more reliable, faster, more secure, and they’re compatible with current operating systems and software standards.

Check It Out

The Mobile Quoter has long been a dependable way for agents to quote on the go, and having COMPULIFE data in the palm of your hand is a valuable resource. We’re working toward a future where the PC Software and Mobile Quoter offer a similar, if not identical, experience, so you get the full power of COMPULIFE however you access it.

Log in today and explore the new Settings. Questions? Email service@compulife.com.