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SALES WEEK: Delegate-Account Upgrade Gives Your Sales Team Secured Website Access


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Sales Tip

Delegate Accounts — Secured Access For Your Support Team


Protect your business and client confidential information by establishing personalized access to your support team


With the recent technology upgrade of Upload A Doc, now is the time to create Delegate Accounts – so each of your support staff have personalized, secure access to the Agent Gateway website.


It’s simple. After you register and login to your personal account as a contracted producer or Marketing Organization, you may then submit Delegate Account requests for each of your support staff. 


YOU control the online data to which your delegates have access – including Commissions, My Business, Illustrations and Pending/Active Agents.


In order for your support team to utilize Upload A Doc and E-App on your behalf, each user must have a unique, secured login to the Agent Gateway Website. Shared passwords are no longer be compatible. 


Ready to get Started?

  • After login to your secured Agent Gateway Website account, click on your user name in the upper right corner to open your Agent Account Profile
  • Click on the Add Delegates tab
  • Enter name and email address for a delegate
  • Designate the Permissions for delegate access
  • When finished, click on Save Permissions 


What’s Next?

  • Your delegate will receive an email, with a secured link and instructions to register the
    Delegate Account. 
  • The delegate will chose one of two authentication methods: text message security code or authentication app security code. Authentication is necessary to perform certain functions on the Agent Gateway Website.



You may manage your Delegate Accounts at any time: add new delegates, delete existing delegates, change permissions, or initiate a delegate’s password reset. 


Delegate Account Instructions

For Delegate Accounts general overview, click here

For an instructional guide for delegates, click here.


Learn More About Upload A Doc

When you need to submit a form or document to EquiTrust quickly, Upload A Doc delivers!  

Upload A Doc is 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 delivery option.


Get more detailed instructions in this informative Upload A Doc user guide, click here.



Questions? Call Sales Support
866-598-3694 or visit
the Agent Website at


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. For Producer Use Only.





7100 Westown Pkwy Suite 200
West Des Moines, IA 50266

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