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