Carrier and company resources to help you during Covid-19. Here are some great resources to help you write more business during these trying times. NOTE: You’ll want to check this page frequently as more and more resources become available.
AIG
A video tutorial on how to use AIG and their eSign process using Docusign. This process allows non-call center agents the ability to write business over the telephone – Click HERE
American Amicable
• Mobile Application/Signature Process Guide: Click HERE
• E-Application & Training Guide: Click HERE
Addendum Application (Texas) – Click HERE
Addendum Application (North Carolina) – Click HERE
Voice Signature for Final Expense – Click HERE
Assurant
• Video Conferences qualifies as face to face interviews up to $25,000 for the month of April – Click HERE
Assurity
• E-App Intro: Click HERE
• E-App Step-by-Step Guide: Click HERE
Foresters Financial
• Non face to face tele sales process – Click HERE
• How Foresters is going to handle Covid-19 applicants – Click HERE
Gerber
• COVID-19 Announcment & Resources: Click HERE
• Agent Portal: Click HERE
• E-A-S-Y Telephone Application: Click HERE – Service: 1-877-885-7612
Kansas City Life
• AcceleTerm E-App Agent Guide: Click HERE
• AcceleTerm E-App Training Video: Click HERE
Mutual of Omaha
• E-App Page: Click HERE
National Life Group
• Remote Applications Guide: Click HERE
• Completing the E-App Video: Click HERE
• COVID-19 & More Info For Agents: Click HERE
• How to be productive during these times – Click HERE
North American
• Client Application Checklist: Click HERE
• Simple Submit: Click HERE
• Write Away/Online Part 2: Click HERE and HERE
• Annuity Step-by-Step Illustration Guide: Click HERE
• NOTE: E-Signature via DocuSign & Right Signature are accepted for all documents except the 1035 surrender form.
• Annuity Illustration Video Guide: Click HERE
Prosperity
• Apptical LiveApp Training Video: Click HERE
• COVID-19 Field Bulletin & Resources: Click HERE
• COVID-19 Accommodations – Click HERE
Royal Neighbors
Supplemental Questionnaire for Individual Life Insurance: Click HERE
Product Changes – Click HERE
Sagicor Life
• AcceleWriting: Click HERE
• Annuity Rates: Click HERE
• Wealthcare Multiple Needs: Click HERE
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