Legacy Quoting Tool

A private working tool for a licensed health-insurance broker and the agents on that broker's team.

The Legacy Quoting Tool helps an agent prepare for a call. It reads the plan documents the broker has loaded, and shows what those documents actually say — what a plan pays, what it excludes, which network it is on, and where in the brochure each statement can be read. It is a research aid, not a sales channel: it sells nothing, binds nothing, and decides nothing about who is accepted.

What it does

Matches a client's details against the loaded plan documents and shows the evidence behind every line.
Links each statement back to the page of the brochure it came from.
Answers questions about a named plan from that plan's own filed record.
Optionally shows an agent's own Google Calendar beside their work, and writes an appointment into it when they ask.

Who can use it

Access is granted person by person by the broker and can be withdrawn at any time. There is no public sign-up. If you are on the team and need access, ask the broker.

Google Calendar

Connecting a Google account is entirely optional and the tool works fully without it. If you connect one, it reads only your own calendar, shows it on your screen, and can create an event you ask for. Calendar information is never stored on a server and never shared. You can disconnect at any time from your Google account permissions.

Privacy in one line

Client health details stay on the computer they were typed into and are never sent to an outside artificial-intelligence service. The full detail is in the Privacy Policy.