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SALES WEEK: Technology Upgrades Simplify Your Business


Your weekly source for webinar information and registration, as well as effective sales ideas.

Sales Tip

Doing Business with EquiTrust is Easy!


For each step of your sales process,
we strive for easy


EquiTrust is committed to making your business process as simple as possible. A key component to simplicity is technological improvements.  Here are just a few resources available to you.


Agent Gateway Website – for the PREPARATION process

Your Agent Gateway Account with enhanced authentication security provides a multitude of resources and data, including

  • New! Training Guides for technology upgrades – under the Education tab
  • Pending/Active Business, Commissions, Marketing/Administrative News
  • Forms & sales resources, instructional videos and webinar recordings

Ready to Register or Sign In to your Agent Gateway Account? – Click here


Online Illustrations – for the SALES process

Customized illustrations are simple to produce, and help you sell with confidence. 

  • Income Rider illustrations allow you to specify income amount and solve for premium amount
  • Compare life products with side-by-side comparisons
  • 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 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


Upload A Doc – for the FORM-SUBMISSION process

Upload A Doc is a technology upgrade giving you an alternative means to submit new business and supporting documents to EquiTrust – quickly and safely.

  • Login to your Agent Gateway account (multi-factor authentication is required; refer to your Agent Profile)
  • Upload A Doc will appear on the Home Page.
  • Acceptable formats: TIF, PDF, JPG, DOC, XLS and PPT. Size may be up to 30MB.  

Get detailed instructions – Upload A Doc user guide, 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
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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