Sales Week: Streamline the new business process by following these best practices

PUT YOUR NEW BUSINESS ON THE FAST TRACK

Learn best practices to avoid detours and deliver quick service to your clients

Being in-the-know about best practices for submitting new EquiTrust business can help you deliver the fastest service to your clients and avoid not-in-good-order (NIGO) applications.

Avoid common NIGOs

Here are some tips to help you ensure your new business is processed smoothly.

Save a copy of your entire application packet before submitting
Mark any needed corrections on the copy
Include client initial and date next to every correction
Submit business through the wizard-based E-Application platform

Want more tips and best practices? Join our upcoming webinar!

Put your EquiTrust new business on the fast track

Wednesday, March 20

10:00 a.m. Central

Learn how to deliver the fastest possible service to your clients purchasing EquiTrust products. We’ll cover forms of payment, common NIGO errors, tips for submitting new business and more.

Register now