Quoting Software

There are two ways of running quotes: carrier software or mobile quoting websites.  The mobile quoting websites are quick and convenient, but the software is more thorough and will allow you to print illustrations for clients that explains what the policy covers.

To download carrier software, login to your SFG Back office www.sfglife.com and click on the “Carriers” tab.  FOLLOW ALL the directions to download the following software onto your computer.  Below are the main carriers you will be using at first. You can click on each link which will direct you to the individual carrier pages with the software downloads, agent guides, marketing materials, and even training on how to use that particular software etc. (note: the software is only Windows compatible, so if you’re using a Mac you can purchase Parallels Desktop ($79.99) or VM Fusion ($59.99) to run a windows version on your mac in order to download the quotes.  These programs allow you to run both your Mac and Windows operating system simultaneously!  If you do not have a current windows version you can buy that at the Microsoft Store Online and download that on your computer using your parallels desktop or VM Fusion desktop.)