STEP 4- TECHNOLOGY & UNDERWRITING TOOLS
A) CREATE A SHORTCUT TO THE THEODOREGROUP.INFO WEBSITE ON YOUR PHONE’S HOME SCREEN FOR QUICK ACCESS.
- This is the Theodore Website; this is the direct team we are associated with.
- Not sure how to set up a Shortcut >> Google “create a shortcut on my phone” or visit your local cell phone retail store and ask for help.
B) CREATE A SHORTCUT TO THE smalltownins.com ON YOUR PHONE’S HOME SCREEN FOR QUICK ACCESS
- Not sure how to set up a Shortcut >> Google “create a shortcut on my phone” or visit your local cell phone retail store and ask for help.
C) TO ACCESS QUOTING TOOLS, CLICK THE LINKS BELOW AND CREATE SHORTCUTS ON YOUR PHONE’S HOME SCREEN.
- FORESTERS MOBILE QUOTER
- Android Users
- Apple Users
- AMERICO MOBILE QUOTER
- GPM EQUITY PROTECTOR MOBILE QUOTER
- GPM FINAL EXPENSE MOBILE QUOTER
- MUTUAL OF OMAHA MOBILE QUOTER
- TRANSAMERICA FINAL EXPENSE QUOTER
- AIG QUOTER LOGIN (requires login from AIG)
- AMERICAN AMICABLE QUOTER (requires agent number)
- WELLABE (FORMERLY GREAT WESTERN) (use Guaranteed Assurance only)
- PROSPERITY
- 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
D) ETHOS
- Ethos is an online platform that allows you to apply for life insurance. Ethos will match your client with the best life insurance coverage from one of several life insurance carriers within the Ethos platform.
- Within a week of your Contracting Packet being approved, you should receive an email from Ethos to complete your Ethos profile. Send a text to your manager after completing the registration to let your Manager know you are registered.
- Do not try and register with Ethos without the link from the email, as you will be set up with a much lower commission.
D) 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.
- Live e-app system for Term and Eagle Premier.
GPM (Government Personnel Mutual)
- GPM has two websites called “Agent Access” and “Agent Dashboard” (the eapp is accessed through the Dashboard)
- Log into Agent Access: https://www.gpmagent.com/cgi-bin/aacatlog
- Log into Agent Dashboard for e-apps: https://www.gpmagent.com/ep/authentication/login
E) TOOLS TO HELP UNDERSTAND OUR PLANS AND OUR PRESENTATIONS PRINT IN COLOR
- Living Benefits Grid for Term & UL (Click Here)
- Living Benefits for Whole Life (Click Here)
NEXT TRAINING STEP
To continue your training please proceed to next step.
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