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Upload A Doc is Available Now on your EquiTrust Agent Gateway!

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Upload A Doc is

Available Now!

 

Another EquiTrust technology upgrade for your convenience!

 

Submit documents quickly and safely. Save time with corrected documents.

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.

 

Easy to Use

  • 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.
  • Then select either Document Upload or View Upload History.
  • Specify the type of document being sent.
  • The contract number will be required for all documents except new applications.
  • Click Add Files to retrieve the document from your files, and include any special instructions.
  • Acceptable formats: TIF, PDF, JPG, DOC, XLS and PPT. Size may be up to 30MB. 
  • When ready to submit, click Start Upload.

User Guide

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

 

Important Step: Delegate Accounts For Your Support Team

Now is the time to create Delegate Accounts so each of your support staff have personalized, secure access to the Agent Gateway website and are able to use Upload A Doc. Delegate Accounts allow you to 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 on your behalf, each user must have a unique, secured login to the Agent Gateway Website. Shared passwords are no longer be compatible. 

 

For Delegate Accounts general overview, click here

 

For an instructional guide for delegates, click here

 

Questions? Call Sales Support
at 866-598-3694 or email [email protected]

 
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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.

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IC21-ECN-1083

FOR PRODUCER USE ONLY

EquiTrust

7100 Westown Pkwy Suite 200
West Des Moines, IA 50266