underwriting tools & Quoters
Underwriting
PRODUCT TABLES: PRINT IN COLOR
UNDERWRITING GRIDS: PRINT IN COLOR
Quoters
CREATE A SHORTCUT TO THE
https://smalltownins.com/underwriting-tools/ WEBSITE ON YOUR PHONE’S HOME SCREEN FOR QUICK ACCESS.
TO ACCESS QUOTING TOOLS, CLICK THE LINKS BELOW AND CREATE SHORTCUTS
ON YOUR PHONE’S HOME SCREEN .
FORESTERS FINANCIAL
- Foresters Financial now requires you to download an application from either the Google Play Store or the Apple Play Store. It is called Foresters Mobile Quoter.
- To download it on Apple CLICK HERE
- To download it on Android CLICK HERE
- CVS/AETNA Accendo Final Expense
- You must download the app to your phone or tablet. No username/password is required.
- Click the link below on your Apple or Android device to download the quoting app.
- Select FINAL EXPENSE / Accendo Insurance Company on the second page of the quoter app. Click Here for a sample.
- Apple Device: Click Here
- Android Device/Google Play: Click Here
E-APPS [Skip this section until you receive an agent number from each carrier listed below]
Americo
Sand-Box / Practice E-App System:
Use the link below to complete a test e-app. This is a great way to practice!
- You must have a writing number with Americo and login credentials for the Americo agent site.https://scdemo.americo.com/
- Live e-app system.sc.americo.com/
GPM (Government Personnel Mutual)
GPM has two websites called “Agent Access” and “Agent Dashboard”
- (The app is accessed through the Dashboard)
- Log into Agent Access: https://www.gpmagent.com/
- “Equity Protector Application E-App”. Click Here for a screenshot of the link.
- After you click on that link above, you will be directed to the Agent Dashboard where you access E-APPS.
- Make sure you bookmark the Agent Dashboard. Click Here for a screenshot of the Dashboard.
- Note: you can also access the e-app from the GPM Mobile Quoter. Click Here for a screenshot of the mobile quoter.
E-Application Training
1. To access the carrier’s e-applications, you need to have a Writing Number or Producer ID from the carrier.
2. After your contracting is approved by the carrier, you will receive an email with instructions to access the carrier’s website.
3. Be sure to save your login credentials for each carrier’s website.
2. After your contracting is approved by the carrier, you will receive an email with instructions to access the carrier’s website.
3. Be sure to save your login credentials for each carrier’s website.
Americo
Click Here to access DEMO E-App
- CLICK HERE to access training siteOn the webpage, scroll down to “Applications”
- On the webpage, scroll down to “Applications” Screen shot of what you will see using website link above:
Mutual of Omaha
- CLICK HERE to access the training site
- On the webpage, scroll down to “Life e-Application Process” Screen shot of what you will see using website link above:
Foresters Financial
- CLICK HERE to access the training video
- To access the live e-app click the e-app tile from the Foresters home page. Refer to the screenshot.
Great Western/Wellabe
View training on the two videos below.
Product Tables
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