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For Producer Use Only
All annuities are now on E-App! • Simplify and speed-up the application process • Avoid copying redundant information form after form • Minimize errors and not-in-good-order apps
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!
How to Use E-App • Go to the EquiTrust Agent Website – Agents.EquiTrust.com • Login with your secured access. • If you're a new website user, you can set up an account using your agent number, last four digits of your SSN, zip code on file and your email address. • A new "E-App" item appears in the Quick Links. • From the E-Apppage, you may... • Build a new application packet • View and manage applications already in process • Set up your preferences • For additional guidance, click here for E-App FAQs Alternative Access ThroughYour IMO Website Your IMO's secure website may have a dedicated FireLight platform available for your use as an alternative to accessing through the EquiTrust website.
E-Signature • Your clients can authorize with e-signatures. • Use of e-signature requires a signed delivery receipt for purposes of future transaction verification. • When all forms are complete, click submit. Your client's application is now in queue at EquiTrust. E-Apps received after 3:00 PM CST will be processed the next business day.
NOTE: You may also use E-App to print and mail applications, with wet client signatures.
Check-With-E-App Procedures When submitting a check with an E-App, mail the check to EquiTrust and include the following information: • Indicate the check corresponds to a submitted E-App • Full client name • Agent name, agent number and contact information
Standard Mail:
EquiTrust Life Insurance Company
PO Box 14500
Des Moines, IA 50306-3500
Overnight:
EquiTrust Life Insurance Company
7100 Westown Pkwy Suite 200
West Des Moines, IA 50266-2521
Mobile App Alerts If you're using the EquiTrust Agent App, alerts sent to your mobile device will provide updates as the application process progresses.