Ole Advisor — Rapid Policy Estimates for Agents
Overview Ole Advisor is a mobile tool that helps insurance agents produce tailored term life insurance estimates quickly. Built by Amedex Assurance Company Corp, the app connects agents to Ole’s international underwriting platform, which draws on more than three decades of industry experience. Using the app, agents can generate term life proposals up to $1,000,000 without requiring a medical exam.
Core Advantages
- Instant, client-specific estimates: produce personalized term life price quotes in seconds for policies up to $1M with no exam required.
- Saves time in your sales cycle: streamlines routine tasks so agents can respond to client requests faster and keep more conversations moving forward.
- Cross-platform sharing: send quotes directly through WhatsApp, email, or any preferred communication channel to close sales more efficiently.
- Backed by an established insurer: taps into Ole’s international capabilities and Amedex’s long-standing industry knowledge.
How It Fits Into Your Workflow
Ole Advisor is designed to simplify daily operations for agents who sell term life coverage. Generate a client proposal during a meeting, deliver it immediately via the customer’s chosen app, and follow up with an accurate written quote — all without delaying for medical testing.
Best Suited For
- Agents focused on term life policies and lifestyle-oriented coverage, looking to offer fast, straightforward quotes.
- Producers who need to provide immediate illustrations while meeting clients in person or remotely.
- Brokerages wanting a lightweight quoting tool that integrates immediate sharing options for better client engagement.
Quick Notes on Sharing and Delivery
- Multiple delivery options let you meet clients where they communicate most — from messaging apps to traditional email.
- Quotes are prepared for quick distribution so clients receive clear, shareable proposals the moment you produce them.
If you want, I can convert this into a one-page flyer or a short pitch script for agents to use when presenting the app to prospects.
Technical
- iPhone
- Portuguese
- English
- Spanish
- Free