ADVISOR DASHBOARD

Run Term Quotes: VitalQuote

Term quote system that supports multiple face amounts and extensive reports.

Run Term Quotes: iPipeline

Quick and easy Term and GUL quotes.

*Requires iPipeline account. If you’re a new advisor, click the button above and then select the link for signing up for new account.

Download Carrier Forms

Download complete applications and various forms from select carriers.

*Requires iPipeline account. If you’re a new advisor, click the button above and then select the link for signing up for new account.

Advanced Planning

Extensive list of advance planning tools, guides and more.

E-Applications

Instructions and links for the e-application portals of select insurance carriers.

Underwriting Guidelines

Discover product features, underwriting guidelines, build charts, and more.

*Requires iPipeline account. If you’re a new advisor, click the button above and then select the link for signing up for new account.

Advisor Resources

Find resources on carrier commissions, various forms and guides, and our newsletter archive.

WebCE

Complete CE and licensing requirements online at discounted rates.

Advisor Blog

Discover sales strategies and gain valuable industry insights.

Carrier List

KazSource has developed relationships with these carriers.

Google Drive

Find your statements and other shared documents.

Agent Onboarding

Find forms and other information needed to contract under KazSource.