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.
