Comprehensive Planning-Goodman
16353 Fern Drive
Suite #200 Weston, FL 33326-1685
877-423-2111
Carrier Quick Quotes
The carriers listed below will allow you to go directly to them for Quick Quotes. See below carrier name for submission parameters. There is no charge for this service.
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They should be limited to short scenarios. Examples: build, dm, hx, chol, questions etc.
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We can not accept attachments.
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We prefer not to have cardiac histories as our new manual does require extensive information that can only be obtained from an aps.
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There is a disclosure sent with every response that advises a complete copy of the information sent to us and our reply is required if an application results from the quote. It must be made clear that these are only tentative quotes that are only good for 30 days and we try to process them within 24 hours of receipt.
ING - Quickquote@us.ing.com
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Your e-mail message may be as long as you like - if you have a medical summary, paste it and other information into the body of the e-mail as there is no limit on the length.
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Our Quick Quote mailbox will only accept the covering e-mail and two pages of attachments- i.e. test results, EKG tracings, etc.
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If you have financial information or aviation/avocation information, past this into the body of the e-mail as well.
MetLife - idgteam1quickquote@metlife.com
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Requests for non-binding life insurance quotes can be submitted before you write the application. This Quick Quote is not an offer, but an estimate of how the client would be rated based on the information provided. In most cases, your underwriting team with provide you with a non-binding quote within 24 hours of receipt (48 hours max).
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DO NOT INCLUDE any information that can identify your client. The proposed insured must be anonymous. No name. No date of birth. No medical records or anything else that can identify your client.
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If your Quick Quote question identifies (or could identify) your client, we will not be able to give you a preliminary quote until you have furnished an Authorization Form signed by the client.
North American - quickquotes@nacolah.com
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Information of three pages or less
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UL or permanent products only. (No term insurance accepted.)
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Maximum age of proposed insured is 70.
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Maximum face amount requested is $2,000,000.
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Expected rate class is Table 4 or better.
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Include name of writing agent.
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Include name of proposed insured and date of birth.
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We will respond to your request within two business days.
United of Omaha - quickquotes@mutualofomaha.com
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Face amounts: through $3,000,000
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Age limitations: through age 75
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Case cannot have been previously declined or include multiple serious impairments that result in greater than a Table 8 classification.
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Quick quote also not recommended for clients who experience onset of coronary artery disease in their early 30s.
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Attach no more than 5 pages of information.
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Do not include identifying information (name, social security number, etc.)
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Use Preferred Criteria Chart for potential coverage and rate
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Include pathology and/or stage of disease reports on all cancer cases.
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Include catheterization report information with all cardiac cases.
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Allow additional time for cases that involve a foreign travel scenario.
West Coast Life - Inquiry.desk@wclife.com
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Please do not submit a fully completed application or order age/amount requirements for informal cases.
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All submitted West Coast Life applications, regardless of instruction to review informally, will be set up as formal applications.
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Please send the information in its entirety rather than piecemeal to expedite the review process.
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On term cases under $500,000, please submit just a one page summary.
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Tentative quotations are good for 30 days unless otherwise specified.
Carrier Underwriting Guides
Click on carrier link below to view Underwriting Guide.
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Email the Underwriter
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