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, watch this short video HERE for instructions on setting up an account

Carrier Forms & iGO e-App

Download applications and various forms. Also access the iGO e-Apps.

*Requires iPipeline account. If you’re a new advisor, watch this short video HERE for instructions on setting up an account

WebCE

Complete CE and licensing requirements online at discounted rates.

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.

Carrier List

KazSource has developed relationships with these carriers.

Advisor Blog

Discover sales strategies and gain valuable industry insights.

Agent Onboarding

Find forms and other information needed to contract under KazSource.

Google Drive

Find your statements and other shared documents.