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Best Final Expense Quoting Software for Agents (2026 Comparison)

An honest comparison of the top final expense quoting tools for life insurance agents in 2026. Pricing, features, carrier coverage, and which one is right for your business.

Quotify Team
April 9, 2026
14 min read

Best Final Expense Quoting Software for Agents (2026 Comparison)

I've been selling final expense for over a decade. In that time I've tried just about every quoting tool on the market. Some of them I paid for happily. Some of them I dropped after a week. A few of them I genuinely wish I'd found sooner.

If you're an agent shopping for final expense quoting software right now, you're in a better position than I was five years ago. The options have gotten significantly better. But that also means there's more to sort through, and the wrong choice can cost you real money in missed cases and wasted time.

This is my honest take on the best final expense quoting tools available in 2026. I'm going to tell you what each one does well, where it falls short, what it costs, and who it's actually built for. No fluff, no affiliate links, just what I've learned from actually using these tools in the field.

What Actually Matters in FEX Quoting Software

Before we compare tools, let's talk about what separates a good final expense quoter from a bad one. After quoting thousands of cases, here's what I've learned matters most:

Carrier depth. Final expense is a niche market with dozens of carriers, each with unique underwriting guidelines. A tool that only quotes 15-20 carriers is going to miss opportunities. The best cases I've ever written came from carriers I wouldn't have known to check without a comprehensive quoter.

Underwriting intelligence. This is the big differentiator. Knowing the rate is only half the battle. You need to know whether a carrier will actually approve your client. A 72-year-old diabetic on insulin with COPD needs a tool that understands which carriers will take that combination as simplified issue versus guaranteed issue. The premium difference can be $30-40/month.

Speed. You're sitting with a client, or you're on the phone. Every second of loading time is a second of awkward silence. The tool needs to return results in under five seconds, ideally under three.

Multi-product support. Most FEX agents also sell term life and sometimes IUL. Running separate tools for each product type wastes time and money.

Accurate, current rates. Carriers update their rates regularly. If your tool is running on outdated data, you're quoting wrong and finding out at the worst possible time.

With that framework in mind, let's look at the top options.

1. Quotify

Pricing: $29.99/month. No contracts, cancel anytime. No free trial.

What it is: Quotify is a modern, web-based quoting platform built specifically for life insurance agents. It covers Final Expense, Term Life, and Indexed Universal Life from a single dashboard.

What it does well:

  • **100+ carriers** for final expense alone. This is one of the deepest carrier libraries I've found. It includes the major names like Mutual of Omaha, Transamerica, Foresters, and Americo, plus smaller niche carriers that often have the best rates for specific health conditions
  • **Smart health underwriting** with autocomplete for conditions and medications. Enter a client's health profile and it filters carriers based on who will actually approve the case, not just who has the cheapest rate
  • **Speed is genuinely fast.** Enter the client info, hit quote, and results come back in 2-3 seconds. I've timed it
  • **Multi-product quoting.** Final expense, term life, and IUL all from one login. No switching between platforms
  • **Professional client emails.** You can send branded quote summaries directly to clients
  • **Direct carrier application links.** One click from the quote result to the carrier's e-app
  • **Funeral cost comparison tool** built in, searchable by ZIP code. Useful for showing clients why they need the coverage
  • **Bank routing validator** to catch bad routing numbers before you submit an app and wait two weeks for a rejection
  • Where it falls short:

  • No free trial. You have to commit to the $29.99/month to try it. For agents who want to test before buying, this is a barrier
  • Relatively newer platform (launched 2024), so it doesn't have decades of track record like some competitors
  • No desktop software option. It's web-only, which means you need an internet connection
  • Best for: Agents who want a single platform for all their quoting needs, especially those who sell across multiple product types. The health underwriting intelligence is the standout feature. If you're working with clients who have complex health histories, this is where Quotify really shines.

    Website: quotify.life

    2. Compulife

    Pricing: $220/year (~$18.33/month). Website quoter add-on is an additional $105/year. Agency license is $390/year. 2-month free trial for new subscribers.

    What it is: Compulife has been in the life insurance quoting business since 1987. It's the industry veteran. The software provides rate comparisons across 100+ carriers for term life, return of premium, simplified issue, and guaranteed UL products.

    What it does well:

  • **Decades of industry trust.** Compulife has been around longer than most agents have been selling. Their rate data is reliable and well-maintained
  • **Affordable entry point.** At $220/year with a 2-month free trial, it's one of the cheapest options to get started
  • **Website quoter integration.** If you want a quoting widget on your own website, Compulife offers this as an add-on
  • **API access available** for agencies that want custom integrations ($480-$1,500/year depending on volume)
  • **PC software available.** If you prefer desktop software that works offline, Compulife still offers that
  • Where it falls short:

  • **Term-life focused.** Compulife was built for term life insurance. Their final expense coverage exists but isn't their primary strength. If FEX is your bread and butter, you may find the carrier selection and underwriting depth limited compared to FEX-specific tools
  • **Older interface.** The software works, but it looks and feels like it was designed in a different era. The user experience isn't as polished as newer platforms
  • **No integrated health underwriting.** You get rates, but you don't get carrier-specific underwriting guidance for health conditions. You still need to know which carriers will take your client's health profile
  • **Add-on pricing adds up.** The base price is low, but once you add the website quoter, API access, or multi-user licenses, the total can exceed what newer all-in-one platforms charge
  • Best for: Agents who primarily sell term life insurance and want a proven, affordable quoting tool. Also good for agencies that need API access or a website quoter widget. If you need deep final expense underwriting intelligence, you'll likely want to supplement Compulife with another tool.

    Website: compulife.com

    3. FEX Quotes

    Pricing: $25/month for the Agent platform. Enhanced web plugin is an additional $10/month. White label starts at $599/year. 10-day free trial.

    What it is: FEX Quotes (also known as FEXQuotes) is a dedicated final expense quoting tool. As the name suggests, it's built specifically for the FEX market. It's available as both a web tool and a mobile app.

    What it does well:

  • **Pure FEX focus.** This tool was built for final expense and nothing else. Every feature is designed around the FEX workflow
  • **Comprehensive carrier coverage** for all major final expense carriers. Rates are kept current and you can customize which carriers appear in your results
  • **Free trial.** The 10-day trial lets you test it before committing, which is a nice touch
  • **Lead collection features.** The enhanced plugin includes lead capture forms that can be embedded on your website
  • **Mobile friendly.** Works well on phones and tablets, which matters if you're quoting in the field
  • **Export options.** PDF, Word, Excel, and printable HTML quotes. Useful for agents who like to leave physical quotes with clients
  • Where it falls short:

  • **FEX only.** No term life, no IUL. If you sell other products, you'll need a second tool
  • **No underwriting intelligence.** FEX Quotes runs premium rates but doesn't help you determine which carriers will actually accept a specific health profile. As one reviewer put it, "it only runs premium rates." You still need to know the underwriting side yourself
  • **Limited to final expense.** This is both a strength and a weakness. The focus is great if FEX is all you do, but most agents eventually want to diversify
  • Best for: Agents who sell exclusively final expense and want a dedicated, affordable quoter. The free trial makes it easy to test. If you're newer to FEX and still learning carrier guidelines, though, the lack of underwriting guidance means you'll need to build that knowledge separately.

    Website: fexquotes.com

    4. Best Plan Pro

    Pricing: Free basic quoter available. Paid underwriting tool with additional features (contact for pricing).

    What it is: Best Plan Pro positions itself as an underwriting tool for final expense agents. The core value proposition is helping agents find the right carrier for clients with health conditions. They offer a free basic quoter alongside their paid premium features.

    What it does well:

  • **Free entry point.** The basic quoter is genuinely free. For agents just starting out or those who want to test before paying, this is a strong advantage
  • **Underwriting focus.** Best Plan Pro's paid tool goes beyond basic rate quotes. It helps you match clients to carriers based on their specific health conditions, which is where the real value lies in FEX
  • **Individual carrier quoters.** They also maintain free individual carrier quoters (Lumico, Aetna Accendo, etc.) that are useful for spot-checking specific carriers
  • **Educational content.** Their blog and resources are genuinely helpful for agents learning the FEX market
  • Where it falls short:

  • **FEX only.** Like FEX Quotes, this is final expense specific. No term or IUL
  • **Pricing opacity.** The paid underwriting tool's pricing isn't publicly listed, which makes comparison harder. You need to contact their team for a quote
  • **Free quoter is limited.** The free version is a good starting point but lacks the depth of their paid tool and the comprehensiveness of paid competitors
  • Best for: New agents who want to start quoting FEX without any upfront cost. The free quoter is a great training tool. As you grow and handle more complex cases, you'll likely want to upgrade to their paid tool or move to a more comprehensive platform.

    Website: bestplanpro.com

    5. Quoteplicity

    Pricing: Contact for pricing. Subscription-based. No publicly listed rates.

    What it is: Quoteplicity is a white-labeled life insurance quoting platform designed primarily for agencies and IMOs. It offers quoting across 10+ product types from 40+ carriers, including term, final expense, universal life, and accidental death.

    What it does well:

  • **White-label capability.** If you run an agency or IMO and want a quoting tool branded with your logo and colors, Quoteplicity is built for that. No coding required
  • **Broad product coverage.** Covers term, FEX, universal life, accidental death, children's coverage, and guaranteed issue from a single platform
  • **GoHighLevel integration.** If your agency runs on GHL for CRM, Quoteplicity integrates directly
  • **Lead generation.** Over 200,000 leads captured through their platform, according to their marketing. The tool is designed to double as a lead capture mechanism
  • Where it falls short:

  • **Agency-oriented, not agent-oriented.** This is built for IMOs and agencies to deploy to their agents. If you're an independent agent looking for a personal quoting tool, the pricing and setup may be overkill
  • **Carrier depth for FEX is limited.** 40+ carriers across all product types means fewer dedicated FEX carriers compared to FEX-specific tools or platforms with 100+ carriers
  • **Opaque pricing.** No public pricing makes it impossible to compare without a sales conversation
  • **Less underwriting depth.** The focus is on quoting and lead generation, not on helping agents navigate complex health underwriting scenarios
  • Best for: IMOs and agencies that want a branded quoting tool to deploy to their agent force. If you're an individual agent, the other tools on this list are likely a better fit.

    Website: quoteplicity.com

    How I'd Choose

    Here's my honest breakdown of who should use what:

    You're a solo FEX agent on a tight budget: Start with Best Plan Pro's free quoter. It's limited but it costs nothing, and you'll learn the basics of multi-carrier quoting. When you start closing enough cases that an extra 5 minutes per quote is costing you money, upgrade.

    You sell only final expense and want the cheapest dedicated tool: FEX Quotes at $25/month is hard to beat on price for a dedicated FEX quoter. Just know that you're getting rates without underwriting guidance. You need to bring the product knowledge yourself.

    You sell FEX plus term life or IUL: Quotify at $29.99/month gives you all three product types from one dashboard. You're paying $5/month more than FEX Quotes but getting multi-product coverage and integrated health underwriting. For agents who sell across product types, the math works out clearly.

    You want the cheapest option and primarily sell term: Compulife at $220/year is the most affordable overall, with decades of reliability behind it. Just supplement it with a FEX-specific tool if final expense is a significant part of your book.

    You run an agency or IMO: Quoteplicity's white-label approach makes sense if you need branded quoting for your agent force. Contact them for pricing.

    The Bottom Line

    There's no single "best" tool for everyone. The right choice depends on what products you sell, how complex your cases are, and what you're willing to spend.

    What I will say is this: if you're still quoting by logging into individual carrier portals one at a time, you're leaving money on the table. Every tool on this list is better than the manual approach. The difference between closing 60% of your cases and 78% of your cases often comes down to whether you found the right carrier for each client's situation. A good quoting tool makes that possible.

    I use Quotify for my own business. It's $29.99/month, handles all my product types, and the health underwriting feature alone has paid for itself hundreds of times over. But I've tried to be fair in this comparison. Every tool here has a place depending on your specific situation.

    Whatever you choose, choose something. Your clients deserve the best rate, not just the best rate from the three carriers you happen to remember.

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