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Legacy Quoting Tool
Plan Matching Terminal
Plan library — plans
2026 build chart loaded
Offline · this Mac only
Website · 09 Sep 2026, 5:24pm
01
Who they are
Tick every state you are licensed in — this is saved in your browser, so it only has to be done once
Other states — tap one
WhoSexDate of birth / ageHeightWeight
02
Health picture
underwriting
—
Recording for
Recording for
Recording for
Who is this for
Doctors
Hospitals & facilities
03
What they need
priorities
04
Money & timing
close
05
Enrollment details
application only
🔒
Stays on this Mac and wipes on New client. Nothing here is saved to disk, sent anywhere, or included in Copy summary except the last 4 digits.
The CVV is never saved. It stays on screen while you work the call, then clears the moment you save the client, wipe, or start a new one. It is not in Copy summary and not in the export file.
No CVV field on purpose. The security code must never be written down or stored — read it straight from the client into the carrier application.
06
Recommended plans
standing by
No plans loaded yet
Send the brochures through and every product gets read, written up and loaded in here. Fill the form and hit Match plans to see the shape of the output.