YOUR TOOLKIT

Free interactive tools designed for insurance brokers. No login required—just click and use.

Self-Funding Readiness Assessment

Available Now

Evaluate whether your client is truly prepared for self-funding with a comprehensive feasibility quiz.

Use Tool

Broker Knowledge Assessment

Available Now

Test your stop-loss expertise with our broker assessment. Choose 5, 10, 20, or 50 questions and get scored results with personalized recommendations.

Take Assessment

Request a Custom Tool

Need a specific calculator or analysis? Our team builds custom tools for unique self-funding scenarios.

Contact Team

How It Works

Click & Use

No signup required. Click any tool above and start using it immediately.

Get Results

See calculations instantly. Download or email PDF reports for client presentations.

Get Expert Help

Every tool includes access to our team for complex scenarios and questions.

Frequently Asked Questions

Do I need to create an account?

No. All tools are free and require no login or registration. Just click and use.

Are the calculations accurate?

Yes. Our tools are built by stop-loss experts with 20+ years of industry experience and are regularly updated to reflect current regulations and carrier practices.

Can I share results with clients?

Absolutely. All tools generate PDF reports you can download or email directly to clients.

What if I have questions about my results?

Every tool includes a "Talk to an Expert" button. Our team is available to help you interpret results and handle complex scenarios.

Will you add more tools?

Yes. We're continuously building new tools based on broker feedback. If there's a tool you need, let us know.

Need a custom tool for your specific situation?

We build custom calculators and analysis tools for complex scenarios.

Contact Our Team