We are so happy to finally be unveiling the new site! The new site has two distinct areas: one for our client facing site where we work on generating leads for our agents, and one for you all, our valued partners. The portal is home to our totally unmatched reference library. Literally thousands of man hours have gone into these underwriting cheat sheets, product niches, the priorities packet, and the rest of the tools that you have access to. Take a minute to browse around! We hope that you like it and will find it useful. Below you will find a short walk through on all of the updated features/sections of the portal. If you haven’t registered, please take a minute to do so by clicking the link next to the login. Due to the amount of time that we have dedicated to creating these resources, we put them behind a password protection.
We have added an all new quoting system for you to use. There are two options to run your own quotes. One allows for a spreadsheet and the other allows you to request an application rather than a spreadsheet. Or fill out one of our forms and we will quickly send you the illustrations you need.
Our blog is updated on a regular basis. The agent portal blog is where we will post things mean for producer’s eyes only. These include:
Carrier and Product Updates
| Premier Priorities
This is where you can find TONS of product information. Some examples of things you can find:
Automated Underwriting Program Guide
LTC and Chronic Illness Riders
IUL Product Comparisons
Here you can find our Product and Underwriting Niches. This includes a summary of various carriers and their “sweet spots” when it comes to product or underwriting. This is an invaluable tool when you are trying to place a tough competition case!
Core carrier field underwriting guides. Our non core carrier guides are available upon request. Some of the things these will show you age and face amount requirements, financial guidelines, and carrier specific build charts.
Penn Mutual has announced an expansion of their Accelerated Client Experience (ACE) platform, which enables clients to potentially avoid all APS and labs, while having to do no phone interview, and policies can be delivered in less than 2 business days. You can...
One of our favorites, our Product Intel section has been fully updated and expanded. We have organized it into 6 distinct categories, and have added a ton of new reference guides. From product riders to crediting rates all the way to child rider information, this...
The world’s largest behavior change study on physical activity recently found that when you combine Vitality incentives with the Apple Watch benefit, people significantly increase their physical activity! In fact, their monthly activity days increased by more than...