New Agent, trying to figure out some organizational things...

Old Medicare guy/New FE guy here.

As others have suggested above, try FEX Tool Kit and Best Plan Pro out. Choose which one that works best for you. They both have trials and so far from what I've been seeing, do a great job at what they supposed to do.
 
At this point Insurance Toolkits has far more products then any of the other competition on the market.
 
I'll throw out another service: The Virtual Sales Assistant has a Virtual Underwriter.

I downloaded all the PDFs and I simply search my own desktop for various medical conditions and ask the questions in advance. Granted, they were written about 20 years ago, but an informed field underwriter is better than a non-informed field underwriter. :)

The VSA
 

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