Agent Tools

Product Specialist

Regional Sales Director

Social Media Specialist

Our rating engines can help you find the perfect product for your client’s needs, at the perfect price.

• CLICK  LIFE INSURANCE
• CLICK  LIFE INSURANCE FORMS
• CLICK  LIFE UNDERWRITING
• CLICK  HEALTH INSURANCE
• CLICK  * EXPRESS ACA ENGINE

Request access to the following quoting tools HERE

• CLICK * FINAL EXPENSE
• CLICK * HOSPITAL INDEMNITY
• CLICK *  MEDICARE SUPPLEMENT
• CLICK *  MEDICARE ADVANTAGE/PDP
• CLICK  * SENIOR DENTAL

IMPORTANT

Items marked with an * require approval for login. Contact us at (888) 539-1633 for access to these tools.

Items without an * require a login. However, you may register and gain access without prior approval.

• CLICK iGO e-App

Lead Maximizer is a data mining engine, pulling real data in any area you wish, with a variety of filters. Target your prospects down to laser accuracy. Then, call, mail, or conduct in-person marketing efforts.

• CLICK LEAD MAXIMIZER

See our Leads Programs to boost your business.

Empower University is our online learning system.

Select filters by product type and find carriers in our portfolio. Click on the carrier logo to find downloads and additional information.

Visit our Customized Marketing Materials library for fast custom service 24/7

  Join.Me Screen Sharing Tool

LastPass is the last password keeper you’ll ever need. Click HERE, or click the logo above, to read more and to get it FREE.

Social Media Shareables

Do you need help building out your social content? Download the social media packages below and customize them with your information.

• ACA OEP Announcement
• AEP Announcement
• Home Healthcare
• Medicare
• ACA
• Life
• Annuities
• Veterans

Ad Packages

Ready to start running paid ads? Take advantage of our ad packages below.

• Family Glitch
• Medicaid Redetermination
• Low-Income SEP

Social Media Training

• WATCH Social Media Best Practices
• WATCH Set Up a Google Listing
• READGoogle Listing – Posting Tips
• WATCH Set Up a Facebook Business Page

Social Media Tools

Check out the tools below to help you stay organized, create content, and plan out your social media calendar.

• WATCH Getting Started with Canva
• SIGN UP Sign Up for Canva
• SIGN UP Sign Up for Buffer
• WATCH How to Use Buffer
• WATCH How to Set Up Hootsuite
• SIGN UP Sign Up for Hootsuite

Marketing Best Practice

• WATCH Understanding the CAN-SPAM Act
• WATCHUnderstanding Copyright Law
• WATCHText-Marketing Guidelines
• DOWNLOADImage Release Form
• DOWNLOADPermission to Contact Form
• DOWNLOADCall Recording Services
• VIEWCybersecurity: Encryption

Mastering Social Media

Watch the replays from the ongoing live training series with Kayla Gonzalez

• WATCH Google My Business
• WATCH Facebook Business Page
• WATCH Facebook Ads Center
• WATCH Mastering LinkedIn
• WATCH Ads for the Enrollment Season
• WATCHUnderstanding Instagram & Twitter
• WATCHFacebook Ads Manager
• WATCHAd Results & Follow Up
• WATCH2024 Trends and Strategies

• CLICK LIFE INSURANCE MENTORSHIP (LMP)
• CLICK LIFE CROSS-SALES KIT (PDF)
• CLICK LIFE NEEDS ANALYSIS (PDF)

• NEW Comprehensive Fact Finder
• All Life Carriers


• All Financial Companies


• Policy Review – The two Most Powerful Insurance Sales Words


• Advanced Markets Training Hub – Mutual of Omaha
• IUL University – Mutual of Omaha

Long-Term Care Insurance

Hybrid LTC Solutions

• One America – Agent


• One America – Consumer Content
• One America – Agent Training Site

• Social Media University
• Social Media Playbook – NLG

• All Individual Health Carriers
• ACA vs Short-Term

• Advantage Plus Hospital Indemnity Plan
• Advantage Plus Elite Hospital Indemnity Plan
• Precision Care Cancer Plan
• Short Term Home Health Care Plan
• Cancer, Heart Attack & Stroke Plan
• Critical Cash Plan
• iGAP Plan
• Recover Cash Plan
• Home Care Secure Plan
• Heritage Whole Life Plan

• Allstate Youtube

• CLICK Group Census Download
• CLICK Group Proposal Request

• Self-Funded Small Group Plans

• Anthem 2022 First Look – Central
• Anthem 2022 First Look – East
• Anthem 2022 First Look – Florida
• Anthem 2022 First Look – West
• Cigna 2022 First Look
• Humana 2022 First Look
• WellCare 2022 First Look
• Live First Look Events

• All Senior Carriers
• Senior Carrier Cheat Sheet


• Medicare Supplement Prospecting Chart


• Medicare 101 Seminar (PPT)
• Spanish Medicare 101 Seminar (PPT)


• Medicare 101 Booklet (PDF)
• Medicare 101 Booklet -Spanish (PDF)
• Medicare 101 Event Flyer (PDF)
• Medicare 101 Event Flyer – Spanish (PDF)


• Consumer Seminar Survey (PDF)
• Consumer Seminar Survey – Spanish (PDF)
• Consumer Seminar Sign In Sheet (PDF)
• Consumer Seminar Sign In Sheet – Spanish (PDF)

 

• Senior Indemnity


• Dental Vision Hearing


• Medicare Supplement

• Presentation Basics

For access to the Medicare Supplement Online Presentation Dashboard, contact John Shinn (888) 539-1633 ext. 5818

• Empower Discount Medical Plan

• Critical Illness – Fully Underwritten


• Simplified Critical Illness

• CHS Protection Plus E-App Training


• Advantage Plus Processing Training


• Advantage Plus Hospital Indemnity Plan


• GTL iPad App & Mobile STP