eRequirement^SM platform (the fastest way to tackle post submission requirements from a carrier), is even FASTER.

Now if applicable you have the option to select the state of residence for the Proposed Insured. This option should narrow the focus of your search and streamline your query.
If you don’t see the form you are seeking, you can broaden your search to include all the carriers forms in the library, by clicking (as indicated by the arrow we’ve inserted into the image on the next page) back into the blank area just above the abbreviation for Alaska.

Click Here to Learn More!

“American International Group Finance and Insurance company (AIG)” and Savings Bank Life Insurance Company (SBLI) have been added to the Levinson eRequirement platform.

eRequirement is The Shortest Distance from Application to Commission.  Using E-requirement you’ll be able to:

• Gather post-submission requirements electronically. (Regardless of how the original all was submitted.)
• Many requirements gathered in less than 24 hours.
• No mailing or faxing; no waiting for client to return paper forms.
• eSignature included.
• Exclusive client-side editing enables your applicant to insert needed information in real-time, eSign, and hit ‘submit’.
• You receive email fulfillment confirmation.

Cuts days – weeks – off cycle time.

To view a “How-To” Guide click here

To request access click here.

If you have any questions please contact our Marketing team.

Click Here to Read the Full Article

Symetra’s Accumulator IUL is now available in all modules of our IUL Sales Software.

To learn more click here.

Agency Automator features have grown so large that we have added an additional Live Demo training day and a new schedule that covers key features on different days. The following schedule goes into effect starting the week of June 25^th 2018.  All Live Demos continue to be held at 2:00PM Eastern. You can find the link and dial in number and revised schedule in your account using the Live Demo button on the Dashboard page

 We train on the following features of the program on these days

Tuesday = Website Builder Program
Wednesday = Prospecting and Recruiting Programs
Thursday = CRM Program

Click Here to View the Full Article