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If you have questions, we have the answers.
Click on the topic for more detailed information.
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Find the number or email address of a specific person or department. |
Request or download all of your contracting supplies.
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Find all of the answers to your contracting and commission questions. |
Company illustration software available for download. |
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Detailed information about underwriting, new business, ands apps. |
Get answers to other questions you may have.
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If you are not already contracted with our carriers, you may print the online contract from this website or call our life product specialist for assistance. If you are contracting a down-line agent, simply print an online contract and have the agent complete it. You may forward the completed contract to our office or directly to the insurance company. When appointing a down-line agent, make sure your agent code is clearly marked and all necessary forms are signed by you. If you have any questions about contracting or licensing, please call our licensing department. **Remember, all contracts MUST have current copies of licenses in the state(s) you wish to be appointed.
Most companies offer annualization to qualifying agents. If you are contracting with a company for the first time, complete an annualization agreement along with your contract. If you are already contracted with a company and would like to obtain annualization, please contact our office.
Download and complete the direct deposit form for the company. Please forward the completed form to the insurance company.
Some companies do require E&O coverage in order to be appointed. Click here for detailed information regarding your company.
E&O coverage is offered through most carriers requiring the coverage. Click here for details on how to get E&O coverage.
Some companies will allow agents to call the home office direct with underwriting questions while others require agents to call their up-line office. In any case, our office is always available to answer any underwriting question. The following is a list of who to call:
If you have a question regarding a pending case, you should first look for updates online at the company's website. If you can not find an answer online, please refer to the following list with questions.
If you have hard to place case or need help on an ailment, please contact our impaired risk specialist. You may also complete the an underwriting questionnaire by logging on to impairedrisk.com.
Upon contracting with our carriers, you will receive a welcome kit. In addition to the welcome kit, you should have received an initial starter packet from us. Most supplies including applications, HIV forms, replacement forms, questionnaires, and most other forms may be obtained from this website. Software may also be downloaded from this site or may be sent to you.
Marketing materials including rate cards, sales brochures, A.M. Best guides, folders, etc. may be ordered through the individual company website, or from our office. If you need any assistance with supplies, we will help you with the utmost priority.
Yes, most supplies may be downloaded from this website.
Software may be downloaded from this site or may be sent to you from our office. If you are connected at a slow modem speed (e.g. 56k) we suggest you call us for your copy of the software. We will promptly send it out to you. In the meantime, if you wish to run a term proposal, you may do so on this site.
Yes, click here for software.
For any questions regarding installation, printing, or general problems with the software, please contact the company directly. If your software is installed and you have a question regarding running a proposal, please give one of our life marketing specialists a call.
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