Sales Tip: Technology to Modernize Your Business
Sales Tip Modernize and Simplify Your Business
EquiTrust Technology Platform As you navigate the remote-sales environment, technology is more important than ever. We strive to give you the technology to operate easily, efficiently and prudently.
Online Illustrations – for the sales process Customized illustrations are simple to produce, and help you sell with confidence. • Compare life products with side-by-side comparisons • Income Rider illustrations allow you to specify income amount and solve for premium amount • Effective life-illustration supplements: Power of Guarantees and Life-Expectancy Snapshot To build an illustration, click here. Login is required. For more information, go to FAQs on the Quick Links menu.
E-App – for the application process The process is simple – complete and submit applications while meeting remoting with your clients. • Simplify and speed-up the application process • Avoid copying redundant information form after form • Minimize errors and not-in-good-order apps Watch 3-minute E-App video, click here Printable E-App flyer, click here
Agent Mobile App – for the follow-up process Install the Agent App on your mobile device to access new and active-business details, including notifications when notable changes occur. • Receive new-business alerts and product updates • See real-time commission-payment information • Access EquiTrust product and company information Agent-App printable flyer, click here Quick-Start Guide, click here FAQ, click here
Questions? Call Sales Support Agents.EquiTrust.com *Partial withdrawals may have a surrender charge or market value adjustment, which could result in receiving less than the full premium. EquiTrust does not offer investment advice to any individual or agent 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. IC20-ECN-1048 FOR PRODUCER USE ONLY EquiTrust 7100 Westown Pkwy Suite 200 |