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 “We’re Open for Business – You Can Be Too
    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 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 – AIG 
    2. Marketing Materials and Sales 
      1. https://live.cloud.api.aig.com/life/connext-portal/app/home – Important 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 – Annutites 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 – COVID 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 – eService signup 

ANICO – contracting – Dora Garza 

    1. Login – ANICO
    2. Marketing Materials and Sales 
      1. https://www.americannational.com/Media/Webinar/WFH/index.html#/ -> Working from home – Webinar Series 
      2. https://img.anicoweb.com/wps/portal/img/home/expertoffice/quicklinks/expertoffice_training – ExpertOffice training, no agent number required 
      3. Life Insurance Portfolio PDF – Agents 
      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 – Promoting living benefits 
      2. https://www.youtube.com/embed/ajxixpkyEok?rel=0 – Agent 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 – Advanced 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 – no agent number required 

National Life Group – Contracting – Matthew Ruiz 

    1. Login – NLG
    2. Marketing Materials and Sales
      1. https://www.nationallife.com/SecureApps/Products/Annuities/Views/MenuTemplate.aspx?id=8589936336 – Life Insurance Marketing PDFs for consumer use 
      2. https://www.nationallife.com/SecureApps/Products/Annuities/Views/MenuTemplate.aspx?id=8589936338 – Individual strategies for selling life insurance PDFs, for consumer use 
      3. https://www.nationallife.com/SecureApps/NLGroupU/Views/TabThree.aspx?id=8589936437 – Digital 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 – Families and Individuals strategies 
      2. https://www.nationallife.com/SecureApps/Products/Annuities/Views/MenuTemplate.aspx?id=8589936341 – Business owners strategies 
      3. https://www.nationallife.com/SecureApps/Products/Annuities/Views/MenuTemplate.aspx?id=8589936343 – School and public service strategies 
      4. https://www.nationallife.com/SecureApps/Training/ProductSales/Views/ProductSalesTrainingBlockOne.aspx?id=2219&nlgroupu=y – Continuing Educations NLG learning center 
      5. https://www.nationallife.com/SecureApps/Products/LifeInsurance/Views/LifeInsuranceMenuTemplate.aspx?id=8589935703 – Life 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/ – Edevlivery 
      2. Igo – EAPP – https://igoforms2.ipipeline.com/CossEnterpriseSuite/SilentSignIn.aspx – Submit Business 
      3. https://www.nationallife.com/SecureApps/BusinessDev/Views/BusinessDevBlockOne.aspx?id=8589938211&libID=8589938211 – Eapp overview and Training modules  
    6. New Agent Orientation 
      1. New Agent Guidelines 

Mutual Trust – Focuses on permanent insurance. Strongest with whole life permanent insurance. – Contracting – Dora Garza 

    1. Login – MT 
    2. Marketing Materials and Sales
      1. Docusign – PDF 
      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 – COVID Update 
      2. https://agent.mutualtrust.com/Marketing/BulletinView.aspx?XParm=ujt9qxjIpV3QMV91DK9F2N5NmIsV%2bFPI8TX62Uhtuv%2b%2fHoKkEpfo5r0sjOOT7StdQcTxupRpRP6mgv3zxx8CF7oySgSiefFSyn4wS%2fBlJpiv97l8S4Qa1l2ha6%2fHuh9J – TeleHelath Underwriting