Remote Agent Resources

Online Marketing

Social Media Sharables

  Virtual Appointment #1

  Virtual Appointment #2

  Announcement

  Insurance Questions? #1

  Insurance Questions? #2

  Life #1

  Medicare #1

  Medicare #2

 

Selling by Phone

  Phonetic Alphabet

   Selling by Phone Quick Reference

 

Resources

COVID-19 Information

  CDC Website

  Fast Facts

  News Updates

  Being Prepared & Planning Ahead

  Staying Safe

¬† If You Can’t Stay Home

  If You Get Sick

  Signs & Symptoms

  FAQ

AHIP Carrier List & Resources

Carrier Specific Resources

 

  Carriers Respond to Covid-19

 

Carrier Resources (Med Supp & MA)

MEDICARE SUPPLEMENT CARRIERS

Aetna – Product Specialist – Gilbert Montemayor

    1. COVID-19 Resources for Employers and Producers
    2. COVID-19 toolkit
    3. Dos & Donts for Virtual Sales & Educational Events (broker educational flyer)
    4. Remote-selling tools for brokers (broker educational flyer)
    5. Work from home with e-kits – must request access to Ascend app
    6. New videos to share during online appointments – must log into Aetna Medicare Marketing Studio
    7. Aetna MA/MAPD member discounts
    8. Covid-19 Update Email

Humana – Product Specialist – Tyler Culp

    1. Humana COVID-19 Agent Response Manual
    2. FAQ regarding Humana and COVID-19
    3. Humana waiving coronavirus medical costs press release 
    4. Telephonic Sales Presentations 
    5. Virtual Enrollment Tools – must log in to view
    6. COVID-19 Agent Resources Page on Ignite – must log in to view
    7. Updates for Digital Signatures – spanish
    8. Updates for Digital Signatures – english
    9. Humana Marketing Resource Center
    10. Coronavirus Scams

Mutual of Omaha – Product Specialist – Itza Cortez

    1. Webinar ‚ÄúWe‚Äôre Open for Business ‚Äď You Can Be Too‚ÄĚ
    2. COVID-19 FAQ 
    3. Mutual of Omaha Coronavirus Update

United Healthcare – Product Specialist – Blanca Montemayor

    1. Working Through COVID-19: Resources for Conducting a Virtual Business – must log in to view
    2. Medicare Savings Program and Low Income Subsidy Flyer
    3. Updated WellMed Directory
    4. UnitedHealthcare COVID-19 Action
    5. The COVID Opportunity

Cigna – Product Specialist – Jadon Sennet

    1. Connecture DRX must log in
    2. CoronaVirus resources
    3. Telephonic enrollment FAQ must log in
    4. Telephonic enrollment job aid  must log in
    5. Cigna extends deadlines for Medicare incentive
    6. Cigna unveils new online tool for Covid-19
    7. Telephonic enrollment webex  must log in
    8. Telephonic enrollment consultative selling skills must log in

MEDICARE ADVANTAGE CARRIERS

United Healthcare – see above

Humana – see above

Aetna – see above

Cigna – see above

Amerigroup  

    1. COVID-19 information
    2. Telehealth Extensions
    3. A message from Amerigroup about Covid-19 3/17/20

Carrier Resources (Life Insurance & Financial)

AIG – contracting – Matthew Ruiz

    1. Login РAIG 
    2. Marketing Materials and Sales 
      1. https://live.cloud.api.aig.com/life/connext-portal/app/home РImportant carrier updates 
      2. https://live.cloud.api.aig.com/life/connext-portal/app/home/marketing/life-marketing – Life Insurance Marketing Materials
      3. https://live.cloud.api.aig.com/life/connext-portal/app/home/marketing/annuity-marketing РAnnutites Marketing Materials 
      4. https://live.cloud.api.aig.com/life/connext-portal/app/home/products/term – Term Product Info
      5. https://live.cloud.api.aig.com/life/connext-portal/app/home/products/index-universal-life – IUL Product Info
      6. https://live.cloud.api.aig.com/life/connext-portal/app/home/products/guaranteed-universal-life – GUL Product Info
    3. COVID Related FAQ
      1. https://live.cloud.api.aig.com/life/connext-portal/app/aig-responds РCOVID help 
      2. https://live.cloud.api.aig.com/life/connext-fdm/download/100AicF6FGkgO9MMYvefTIwGZO_JaFwRgsbPMJxG9stU7VDpMaqTIt0Vm4CJczVdahbuhuycbJd0eQeFZDPR__F1IA – COVID FAQ
    4. EAPP
      1. https://adminplus.fgsfulfillment.com/View/AIGAG/1/AGLC110816-CON РeService signup 

ANICO Рcontracting РDora Garza 

    1. Login – ANICO
    2. Marketing Materials and Sales 
      1. https://www.americannational.com/Media/Webinar/WFH/index.html#/ -> Working from home РWebinar Series 
      2. https://img.anicoweb.com/wps/portal/img/home/expertoffice/quicklinks/expertoffice_training РExpertOffice training, no agent number required 
      3. Life Insurance Portfolio PDF РAgents 
      4. Signature Term PDF – Consumer PDF
      5. Signature Whole Life PDF – Consumer PDF
      6. Executive Universal Life PDF – Consumer PDF
      7. Signature Performance IUL PDF – Consumer PDF
      8. Signature Guaranteed Universal Life PDF – Consumer PDF
    3. Sales
      1. https://img.anicoweb.com/wps/portal/img/home/life/salessupport/lifeprograms/livingbenefits РPromoting living benefits 
      2. https://www.youtube.com/embed/ajxixpkyEok?rel=0 РAgent Training on agent benefits, sales and promotion 
      3. Consumer Use Brochure PDF
      4. https://img.anicoweb.com/wps/portal/img/home/life/salessupport/advancedsales/businessplanning РAdvanced sales training 
        1. Health and retirement planning 
        2. Business Planning
        3. Estate Planning 
    4. COVID Related Docs
      1. COVID-19 PDF
      2. COVID Underwriting guidelines 
    5. EAPP
      1. https://img.anicoweb.com/wps/portal/img/home/expertoffice/quicklinks/expertoffice_training – ExpertApp category, downloadable PDFs – Training
      2. Starter guide PDF training 
      3. Training overview for eapp (5 min)
      4. Submit EAPP 
    6. New agent Orientation 
      1. Agent Training Рno agent number required 

Foresters РContracting РDora Garza 

    1. Login РForesters 
    2. Marketing Materials and Sales 
      1. https://myezbiz.foresters.com/en/knowledge-zone -> Required Login – Marketing and Sales – See PDF
      2. http://www.forestersquotes.com/quotes/ РMarketing and Sales, live quotes 
      3. https://myezbiz.foresters.com/en/foresters-difference – Marketing and Sales, carrier differentiator – See PDF
    3. Remote Sales 
      1. Planright https://myezbiz.foresters.com/en/planrightPDF 
    4. Sales 
      1. https://myezbiz.foresters.com/en/knowledge-zone/sales-concept-a-package-deal – A package deal, how to sell – PDF
      2. https://myezbiz.foresters.com/en/knowledge-zone/sales-concept-licp – College planning, how to sell – PDF
      3. https://myezbiz.foresters.com/en/knowledge-zone/sales-concept-lipr – Policy Review, how to sell – PDF
      4. https://myezbiz.foresters.com/en/knowledge-zone/sales-concept-lirp – Retirment planning, how to sell – PDF
    5. COVID Related FAQ
      1. https://myezbiz.foresters.com/en See PDF 
    6. EAPP
      1. Docusign – https://myezbiz.foresters.com/enSee PDF
      2. EAPP submit new business – –https://igoforms2.ipipeline.com/CossEnterpriseSuite/(S(utx2i2pene1whhnqhkihofxz))/webforms/StartUpResp.aspx
      3. Secure Doc, pending business to submit any pending items currently in underwriting – https://www.securedocs.ca/Portal.aspx?p=492
    7. New agent orientation 
      1. https://myezbiz.foresters.com/en/welcome-aboard Рnew agent portal 

National Life Group РContracting РMatthew Ruiz 

    1. Login – NLG
    2. Marketing Materials and Sales
      1. https://www.nationallife.com/SecureApps/Products/Annuities/Views/MenuTemplate.aspx?id=8589936336 РLife Insurance Marketing PDFs for consumer use 
      2. https://www.nationallife.com/SecureApps/Products/Annuities/Views/MenuTemplate.aspx?id=8589936338 РIndividual strategies for selling life insurance PDFs, for consumer use 
      3. https://www.nationallife.com/SecureApps/NLGroupU/Views/TabThree.aspx?id=8589936437 РDigital Marketing Center 
      4. https://www.nationallife.com/docs/digital/ob/ekitind/index.html – NLG Training resources
    3. Sales
      1. https://www.nationallife.com/SecureApps/Products/Annuities/Views/MenuTemplate.aspx?id=8589936342 РFamilies and Individuals strategies 
      2. https://www.nationallife.com/SecureApps/Products/Annuities/Views/MenuTemplate.aspx?id=8589936341 РBusiness owners strategies 
      3. https://www.nationallife.com/SecureApps/Products/Annuities/Views/MenuTemplate.aspx?id=8589936343 РSchool and public service strategies 
      4. https://www.nationallife.com/SecureApps/Training/ProductSales/Views/ProductSalesTrainingBlockOne.aspx?id=2219&nlgroupu=y РContinuing Educations NLG learning center 
      5. https://www.nationallife.com/SecureApps/Products/LifeInsurance/Views/LifeInsuranceMenuTemplate.aspx?id=8589935703 РLife Product Overviews and materials 
    4. COVID Related FAQ
      1. https://www.nationallife.com/Our-Story/National-Life-Is-Here-to-Help – Consumer Facing
    5. EAPP
      1. https://agentblog.nationallife.com/the-future-is-here-introducing-edelivery/ РEdevlivery 
      2. Igo РEAPP Рhttps://igoforms2.ipipeline.com/CossEnterpriseSuite/SilentSignIn.aspx РSubmit Business 
      3. https://www.nationallife.com/SecureApps/BusinessDev/Views/BusinessDevBlockOne.aspx?id=8589938211&libID=8589938211 РEapp overview and Training modules 
      4. https://merrillconnect.iscorp.com/nlg/docservice/viewDocument?mcItemNbr=103150&fgid= РI go eapp quick reference 
    6. New Agent Orientation 
      1. New Agent Guidelines 

Mutual Trust РFocuses on permanent insurance. Strongest with whole life permanent insurance. РContracting РDora Garza 

    1. Login РMT 
    2. Marketing Materials and Sales
      1. Docusign РPDF 
      2. SelecTerm – https://agent.mutualtrust.com/content/TermLife.aspx
      3. Product Portfolio – https://agent.mutualtrust.com/content/ProductMain.aspx
    3. COVID Related 
      1. https://agent.mutualtrust.com/content/COVID19Updates.aspx РCOVID Update 
      2. https://agent.mutualtrust.com/Marketing/BulletinView.aspx?XParm=ujt9qxjIpV3QMV91DK9F2N5NmIsV%2bFPI8TX62Uhtuv%2b%2fHoKkEpfo5r0sjOOT7StdQcTxupRpRP6mgv3zxx8CF7oySgSiefFSyn4wS%2fBlJpiv97l8S4Qa1l2ha6%2fHuh9J РTeleHelath Underwriting