Agent tool · Final expense
Leave the meeting with stunning quote images
Enter your client once. Download Bronze, Silver, Gold, and a side-by-side comparison—each branded with your photo, logo, and contact info. Ready to text before you reach the driveway.
Use your Isaac Plans agent account
Built for licensed final expense agents
Everything you need after the presentation
Stop rebuilding slides in Canva between appointments. One workflow, four share-ready images.
One client, four images
Fill in coverage and premium once per tier. Download or share each card—or the full comparison—when the client is ready.
Your brand on every pixel
Upload your headshot and company logo once. Every image shows your name, title, phone, and email—professional and consistent.
Autosave & client library
Packages save as you type. Reopen any saved client later and download a different tier without starting over.
English & Spanish
Full bilingual interface so you can serve families in the language they prefer.
How it works
Three steps from sign-in to send
1
Set up your profile
Add your photo, logo, and contact details—one time.
2
Build the client package
Enter prospect name, tier amounts, plan type, and emotional story fields.
3
Download or share
Generate previews, pick Bronze, Silver, Gold, or Compare, then send via text or email.
Your next client deserves a polished follow-up
Sign in to create your first package in under five minutes.