STEP 4- TECHNOLOGY & QUOTERS
1) CREATE A SHORTCUT TO THE THEODOREGROUP.INFO WEBSITE ON YOUR PHONE'S HOME SCREEN FOR QUICK ACCESS.
2) TO ACCESS QUOTING TOOLS, CLICK THE LINKS BELOW AND CREATE SHORTCUTS ON YOU PHONE'S HOME SCREEN.
- Not sure how to setup a Shortcut >> google "create shortcut on my phone" or visit your local cell phone retail store and ask for help.
2) TO ACCESS QUOTING TOOLS, CLICK THE LINKS BELOW AND CREATE SHORTCUTS ON YOU PHONE'S HOME SCREEN.
- FORESTERS MOBILE QUOTER
- CFG (Columbian Financial Group)
- AMERICO MOBILE QUOTER
- GPM EQUITY PROTECTOR MOBILE QUOTER
- GPM FINAL EXPENSE MOBILE QUOTER
- MUTUAL OF OMAHA MOBILE QUOTER
- TRANSAMERICA FINAL EXPENSE QUOTER
- AIG QUOTER LOGIN (requires login from AIG)
- AMERICAN AMICABLE QUOTER (requires agent number)
- WELLABE (FORMERLY GREAT WESTERN) (use Guaranteed Assurance only)
- PROSPERITY
- CVS/AETNA Accendo Final Expense
- You must download the app to your phone or tablet. No username/password is required.
- Click the link below on your Apple or Android device to download quoting app.
- Select FINAL EXPENSE / Accendo Insurance Company on the second page of quoter app. Click Here for sample.
- Apple Device: Click Here
- Android Device/Google Play: Click Here
3) ETHOS
- Ethos is an online platform that allows you to apply for life insurance. Ethos will match your client with the best life insurance coverage from one of several life insurance carriers within the Ethos platform.
- Within a week of your Contracting Packet being approved, you should receive an email from Ethos to complete your Ethos profile. Send a text to your manager after completing the registration to let your Manager know you are registered.
- Do not try and register with Ethos without the link from the email, as you will be setup with a much lower commission.
4) SET UP FREE INSURANCE TOOLKIT
- This toolkit DOES NOT have all of the carriers we work with and is NOT 100% accurate. ALWAYS send the needs analysis to your manager and use this toolkit as a reference.
- To start your free account as an Equis Agent Click Here
***TEXT YOUR MANAGER TO SCHEDULE A QUICK CALL TO GO OVER STEP 4 BEFORE MOVING TO STEP 5***