A Better Experience, From First Quote to Final Signature

Advisors choose Revolt | Life because the process is clear, professional, and built around real partnership. Whether you're placing a single case or structuring a full client plan, our system is designed to help you move quickly and confidently without sacrificing depth or support.

Step 1: Submit a Case or Quote Request

Start with a quick quote, upload client records, or request strategy input. Use our advisor portal or email our team directly. We confirm your submission fast and begin immediately.

What to Expect:

  • Access to 50+ top carriers
  • Support for life, annuity, and hybrid LTC cases
  • Prompt, clear communication from our case team

Step 2: Strategic Underwriting & Case

We don’t just process paperwork. We shape the strategy. Our in-house professionals review the risk profile, consult with underwriters, and position the file for the strongest possible result.

What to Expect:

  • Internal review of medical records and case notes
  • Strategic recommendations on product structure and carrier
  • Support for collaboration with CPAs and attorneys

Step 3: Client-Ready Summary & Recommendation

We translate complexity into clarity. You receive a branded, client-ready one-pager that simplifies product illustrations and supports quick, confident presentations.

What to Expect:

  • Simplified product comparisons
  • Branded summaries for client meetings
  • Clear scenario modeling to support decisions

Step 4: Placement & Ongoing Support

We stay with the case through every stage. From application to delivery to post-sale follow-up. No handoffs. No dropped threads.

What to Expect:

  • Case tracking and carrier follow-up
  • Licensing and compliance support
  • CRM-integrated policy review reminders

Let’s Make Your Next Case Easier

If you're ready to simplify your case process, deliver a more professional client experience, and get the kind of support you actually want, let’s talk.

Wondering if this applies to you? Let’s talk through your goals.

Your goals are unique, and so is your path forward. We're here to understand your context and share what might help. No pitches, no fluff — just a useful conversation.