By line of business

Independent agenciesNeeds calculators for every line an independent agency writes, so website visitors arrive pre-qualified and cross-sell ready.
Captive agentsCarrier-neutral needs calculators that captive agents can add to an approved web presence, after checking their carrier's rules.
P&C agenciesLife and disability calculators to round out P&C accounts today, with home, auto, umbrella and flood calculators released line by line.
Life & health agentsLife needs, human life value, disability, long-term care and HSA calculators that send L&H producers leads with the fact-find started.
Medicare & benefits brokersPlan-neutral, educational calculators for clients turning 65 and for employee benefits, built to sit inside CMS-aware marketing.
Commercial lines agenciesCalculators that help business owners size key person, buy-sell, business income and workers' comp exposure before the meeting.
Agency marketersFor marketers who run websites and HighLevel for many insurance agencies: white-label calculators, seats, widgets and per-client routing.

Category · 2

Lines of business

Needs analysis by line: life, health, Medicare-age planning, disability, long-term care and annuities.

Lines of business · October 10, 2026 · 9 min

Annuity calculators and suitability: using estimates without skipping the best-interest process

How fixed, immediate and variable annuity calculators fit with the NAIC best-interest model (#275) and FINRA rules, and what they never replace.

Lines of business · September 21, 2026 · 9 min

Life insurance needs analysis methods compared: DIME, human life value and income multiples

Three ways to size life insurance need, compared for agents: what each method assumes, where it misleads, and which calculator fits which buyer.

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Leads that arrive with the numbers attached.

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Life

Health

Medicare

Disability & LTC

Annuities

P&C

Auto

Business

Specialty

Lines of business

Annuity calculators and suitability: using estimates without skipping the best-interest process

Life insurance needs analysis methods compared: DIME, human life value and income multiples

Leads that arrive with the numbers attached.

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Lines of business

Annuity calculators and suitability: using estimates without skipping the best-interest process

Life insurance needs analysis methods compared: DIME, human life value and income multiples

Leads that arrive with the numbers attached.

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Life

Health

Medicare

Disability & LTC

Annuities

P&C

Auto

Business

Specialty