Upload A Doc Available Now

 

Upload A Doc is a technology upgrade giving you an alternative means to submit new business and supporting documents to EquiTrust. You still have the options of E-App, fax and printed documents – Upload A Doc gives you another fast and safe delivery option.

 

User Guide

Get more detailed instructions in this informative Upload A Doc user guide, click here.

 

Easy to Use

• Login to your Agent Gateway account (multi-factor authentication is required; refer to your Agent Profile)
• Upload A Doc will appear on the Home Page.
• Acceptable formats: TIF, PDF, JPG, DOC, XLS and PPT. Size may be up to 30MB.  

Important Step: Delegate Accounts For Your Support Team

Now is the time to create Delegate Accounts so each of your support staff have personalized, secure access to the Agent Gateway website and are able to use Upload A Doc. Delegate Accounts allow you to control the online data to which your delegates have access – including Commissions, My Business, Illustrations and Pending/Active Agents.

 

For Delegate Accounts general overview, click here 

For an instructional guide for delegates, click here

Two-Part Special Webinar Replay

Tips for Submitting Business to EquiTrust

 

Get business issued and commissions paid
more quickly!

 

Watch Part 1 Webinar Replay Click Here

Watch Part 2 Webinar Replay Click Here

 

Part 1

• How EquiTrust accepts business
• Form of payments
• Application roadmap
• Tips for in good-order business/common NIGOs
• Resources

Part 2

• AppBuilder
• Submitting good order business and how to avoid
  • Application paperwork common NIGOs
  • Suitability common NIGOs
  • Transfer paperwork common NIGOs
• Making corrections
• Submitting E-Apps

Presenters

Sales-Idea Recap

 

Sales Ideas! Sent to You in July Issues of
SALES WEEK:

 

The Case for Index Strategy Diversification

 

SPL Sale Starts with Two Questions

 

How to Identify and Refresh Your Clients’ Dusty Money

 

Return of Premium + Bonus = MarketTen Bonus Index

Corporate News

EquiTrust Recognized Among "Ward's 50" of Top Life and Health Insurance Companies for 2021!

Sixth Consecutive Year!

For 31 years, the Ward Group has analyzed the financial performance of over 700 US-based life and health insurance companies. To be among the Ward's 50, each company must pass all safety and consistency screens, and have achieved superior performance over the five years analyzed. EquiTrust Life Insurance Company earned this prestigious recognition for their performance from 2016 through 2020.

Click Here for Client-Use Flyer

Administration

Keep Your Forms Current

If you download form PDFs or print supplies of frequently used forms, make sure you’re always using the current versions. Forms change frequently. Printing forms directly from the Agent Gateway website as they’re needed is the best way to ensure you’re using the very latest and may avoid the inconvenience of corrected forms.  

Administration

E-Delivery Coming Soon!

Electronic delivery of contracts will be available in the coming months.  Watch for further details on this convenient enhancement.

Training

Revised NAIC Model Regulation Adopted in 15 States –
Training Required

The National Association of Insurance Commissioners (NAIC) revised the Suitability in Annuity Transactions Model Regulation 275 in February 2020. Currently, fifteen states have adopted the Regulation:

The revisions require completion of EITHER a 1-hour General Annuity Training CE course available to producers who have taken the previous NAIC Annuity Suitability training, OR a new 4-hour General Annuity Training CE for those who have not taken it previously. General Annuity Training CE must be completed with a training vendor approved by the state in which they are selling. 

 

Before doing business in these states, agents must fulfill the General Annuity Training requirement and provide a certificate of completion to EquiTrust prior to soliciting or selling. Send by FAX to 515-226-5102, or email: Agent.Administration@EquiTrust.com. For information about General Annuity Training vendors, visit Agents.EquiTrust.com. In the upper right corner, click Agent Training. Or, click here.

 

Carrier Product Training – No additional or new requirement 

EquiTrust agents must also complete EquiTrust annuity product training. The product training requirement is not impacted by the revised Model Regulation. To complete EquiTrust Annuity Product Training visit Agents.EquiTrust.com, then click Agent Training in the upper right hand corner. Or, click here. You may view your personal training history upon login to the Agent Gateway website.