Webinar Series | Building Your Life Insurance Business

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Date(s) - 03/26/2019
9:30 am - 10:30 am


This training webinar will be held bi-weekly during the first quarter of 2019.

Speaker: Enrique Torres, Life Specialist

Topics to be covered:

  • Website Access & password reset
  • Mobile App including Needs Analysis, Quotes & Carriers
  • Field Underwriting with Quote & Impairment fact finders
  • iPipeline for term quotes, forms, eApps
  • Senior final expense quotes
  • Submitting paper versus electronic applications
  • SuranceBay for Carrier request & “Just-in-Time” contracting
  • WinFlex Web for IUL, UL, DI, LTC and Annuity illustrations