EquiTrust Technology Platform
Transform your manual contract-delivery process into a secure and expedited digital communication process. E-Delivery is available with paper applications and E-App.
E-Delivery Educational Resources: Agent User Guide FAQ
Upload A Doc
Here’s a fast and safe means to submit new business and supporting documents to EquiTrust, in addition to E-App, fax and printed documents.
- Login to your Agent Gateway account, click Upload A Doc on the Home Page
- Then select either Document Upload or View Upload History
- Acceptable formats: TIF, PDF, JPG, DOC, XLS and PPT
Upload A Doc User Guide, click here
The process is simple – complete and submit applications while meeting remotely 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
Allow each of your support staff to have personalized, secure access to the Agent Gateway website. YOU control the online data to which your delegates have access – including Commissions, My Business, Illustrations and Pending/Active Agents. Shared passwords are no longer compatible.
- After login to the Gateway Website, click your user name to open your Agent Account Profile
- Click on the Add Delegates tab
- Enter name and email address for a delegate, and the Permissions for delegate access
Delegate Accounts general overview, click here
Delegate Accounts – Instructional Guide for Delegates, click here
Agent Mobile App
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
Agent Gateway Website
Your Agent Gateway Account with enhanced authentication security provides a multitude of resources and data, including:
- Pending/Active Business and Commissions
- Marketing and Administrative News
- Forms & sales resources
- Instructional videos and webinar recordings
Ready to Register or Sign In to your Agent Gateway Account? – Click here
Customized illustrations are simple to produce, and help you sell with confidence.
- Guaranteed Values and Non-guaranteed Values
- Growth Comparisons Over Best/Worst/Most-Recent Historical Periods
- Distinguish between Eligible and Ineligible Beneficiaries for Inherited IRAs
To build an illustration, click here. Login is required. For more information, go to FAQs on the Quick Links menu.