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For Producer Use Only
NEWSWIRE: “Upload a Doc” Slashes Mail Time for EquiTrust Clients
NEW UPLOAD FEATURE ENHANCES EQUITRUST CLIENTS’ SERVICE EXPERIENCE
Ah, the nostalgia of paper transactions. While they may feel familiar to some of us, it’s no secret they take longer to submit.
Now, you and your EquiTrust clients can take advantage of online submission of contract or policy documents and requests.
Contract and policy Owners can:
Submit documents securely
Avoid mail delays with instant upload
View a history of their uploaded documents
Reduce postage costs
Quick and easy
Clients just log in to their My.EquiTrust.com account and click “Upload a Doc” in the upper tool bar. From the next screen, they can submit a new document or click to view their upload history.
Share the step-by-step process in the user guide to help clients submit their documents.
EquiTrust does not offer investment advice to any individual and this material should not be construed as investment advice. Products underwritten and issued by EquiTrust Life Insurance Company, West Des Moines, Iowa. Products distributed by EquiTrust Insurance Marketing Services; in California doing business as EQT Insurance Marketing Services.
