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.
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