Levinson and Associates Launches iSolve Life Insurance Research and Quoting Solution
The solution streamlines and simplifies life insurance marketing and sales by letting agents run one search across life insurance carriers to return multiple consumer purchasing options.
SAGE Scholars Brings You MCaG
Newberry College, whose strong focus on affordability includes a unique post-graduation “Loan Repayment Promise”, has joined the SAGE Private College & University Enrollment Consortium. 20 Lutheran-affiliated colleges now accept SAGE Tuition Rewards points. The Levinson Scholarship Platform has been helping agents open new doors year after year.
New IUL Software Update
Ameritas’s FLX Living Benefits IUL is now available in all modules of the I-Genius software.
Our tools are designed for one bold purpose: To unlock the power of Indexed Universal Life so you can transform your business.
With the IUL software and turn-key marketing programs, you get access to proven IUL sales stories and the tools to close business with them.
Seminars and meeting scripts for prospecting. Brochures and handouts for client meetings. Customized IUL proposals to close business. Our software and programs take you from “nice to meet you” to “nice doing business with you.”
New Pipecast Announcement
Check out episode 12, available now featuring Bill Levinson, the Managing Partner of Levinson & Associates.
This episode of the PipeCast discusses a wide array of topics about the life insurance industry, including the changes in products and technology over the past two decades, his approach to recruiting and keeping top talent, the interesting choices consumers have in purchasing insurance these days, and much more.
Improvments to eRequirement
eRequirementSM 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.
New Carrier Additions to eRequirement
“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.
