Tech Platforms for Agents

Looking for the best technology platforms to help scale your insurance business?  We have analyzed what's available on the market and chose the best of the best to help our agents grow.  Our experienced team will help you get set up and trained in order to streamline your business as fast as possible.  Below are some of the platforms that we offer to our agents at no cost!  Click below or call 800-852-7152 to get started today.

The CSG Actuarial Senior Market Tools Suite offers an industry-leading quoting platform for Medicare Supplements, Medicare Advantage, Prescription Drug Plans, Final Expense, Hospital Indemnity and Dental Plans.  This platform also contains an underwriting filter, electronic Scope of Appointment form and a universal e-app that is supported by several top carriers.

MedicareCart is Western Marketing's white-labeled Connecture platform.  This multi-carrier shopping, quoting and enrollment platform for agents will help you quote and enroll your clients in their best-fit Medicare plan with a text message or email!  MedicareCart allows you to connect with consumers remotely from your home or office via phone, tablet and laptop.

Western Marketing utilizes SuranceBay's multi-carrier online contracting system to help our agents speed up the contracting process.  The one-time online interview gathers the necessary data to populate your contracting paperwork for the carrier(s) you select, allowing you to contract with multiple carriers in minutes.  Never fill out contracting paperwork again!

AdviseRight® is a multi-carrier annuity sales platform that will enhance and document every part of your sales process.  AdviseRight® contains a needs determination wizard that will suggest suitable products and Firelight e-apps so you can transmit business directly to the carrier.

Western Marketing offers iPipeline's industry-leading Term Life and Guaranteed Universal Life quote engine to our agents.  Save your quotes or launch directly into iGO e-apps to send your applications directly to the carrier with 100% in good order submissions.

Western Marketing agents can utilize the tools offered by Annuity Rate Watch to access lifetime income rider comparisons, a FIA hypothetical calculator, side-by-side product comparisons, and annuity product details from the industry's leading carriers.

Contact info

Tel  800-852-7152 

Fax  888-507-1861


318 W Huron St

Missouri Valley, IA  51555

Business hours

Monday         8:00 - 5:00

Tuesday         7:30 - 5:00

Wednesday   7:30 - 5:00

Thursday       7:30 - 5:00

Friday             7:30 - 3:00


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The information on this site is for licensed insurance agents and brokers only. If you are not an insurance professional, please do not rely on this information. Instead, refer questions to a licensed insurance professional. This material has been prepared for informational purposes only and should not be relied upon for accounting, legal, tax or investment advice. Some programs are not available in all states.

© 2020 Western Marketing