The process is simple...complete and submit applications while meeting with your clients...so you can move on to your next client meeting with no down time.
E-App Helps You
- Simplify and speed-up the application process
- Avoid copying redundant information form after form
- Minimize errors and not-in-good-order apps
E-App Advantages
- Convenient: Accessible with your mobile device on the EquiTrust Agent App
- User Friendly: Complete, sign and submit applications while meeting with your client
- Faster App Completion: Duplicated information across multiple forms is pre-populated
- Fewer Errors: System guides you through potential NIGO pitfalls
- Faster Issue: The moment you hit “Submit” your app is in queue at EquiTrust; no mail time
- Faster Commission: Faster issue means faster commission payment
- Greater Productivity: No downtime between client meetings to “do paperwork”
- Electronic Files: Submitted apps are stored for 60 days; organize client files at your convenience
Learn More
It’s Simple: Click here to watch 3-minute video, or click here to view printable flyer
E-Delivery Coming Soon!
Electronic delivery of contracts will be available in the coming months. Watch for further details on this convenient enhancement.