What is LifeQuote?

LifeQuote is The Cason Group’s own term life quoting software. The system allows you to easily navigate carrier options and customize your own quote. And because we all know that price doesn’t always tell the whole story, our unique star rating system also ranks products by quality factors, rather than just price. Instead, we rank products by:

  1. Conversion options
  2. Product features
  3. Underwriting cycle time
  4. Underwriting flexibility

Customize a quote based off of how you want to advise your client. The output is professional and can be printed or emailed.

The best part is that if you work with The Cason Group on a regular basis, you already have a site! It is FREE to use, and just requires your unique login.

Click here to get started if you know your login information.

Not sure how to access your unique site? Contact your Financial Services Sales Associate:

Client Testimonials

“My clients look to me for well-considered advice and value in the plans I propose.  LifeQuote has helped me communicate the differences among carriers’ many options.  The star rankings help my clients visualize the differences I am sharing with them.”

Bruce H. of Charlotte, NC

“I can get a myriad of life quotes within 10 minutes for a client. The reports are clean and professional – a great report to put in front of a client, already branded with our agency logo. LifeQuote is one more tool that proves The Cason Group is committed to serving Independent Advisors in a way that is easy and seamless.”

– Barrett G. of Atlanta, GA

“The star rating system has been huge.  I have had several conversations recently where the client has seen the stars, asked about them, and it teed me up for a conversation about quality.  I really like the breakdown of what goes into the star rating system underneath it, as well.”

– Stuart G. of Raleigh, NC

“The cover page has made a big difference in providing a more professional presentation that looks like it was customized by us.”

– Sarah F. of Raleigh, NC

Need even more great reasons to start using LifeQuote? Click here for the top 5!