Toolkit

Contracting

Equitas Brokerage Group - Contracting Packet

Download and complete the Producer Contracting Packet from the link below and return with current life license (include individual and corporate if applicable) Also include current E&O.

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Contracting
Calcs & Reports

Input Client Data and run stunning CFP Quality Reports for your clients... Or ask us and we will run the reports for you, giving you the edge you need!

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Calcs & Reports
Fast-APPTM Platform
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Fast-APP enables you to hand off a client's Life Insurance needs in a simple one-page application - where we take over quoting and point of sale like an In-House Life Dept. The client is yours and we act as an extension of your Agency, we do the selling, application, REQS, and delivery for you. We do the work, you get paid!

Fast-APPTM Platform
Policy Review

This page will give you a 10 Step Guide to Policy Review. Review is a great way to not only service your client, but also create a possible sale. The best part is, we will do all the work for you! 

Also on this page you will find the Customizable Policy Review Brochure that we can brand for your Agency, There is also a great Video Guide on Policy Review.

Policy Review
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Needs Analysis

This page will show you not only how to do a Needs Analysis, but how to do it right, adding value to the relationship you have with your client. On this page, you will also find a short video which can guide you in determining their Life Insurance Needs. 

 

Also on this page you will find the Needs Analysis Form, which can serve as a roadmap.

Needs Analysis
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Underwriting

Access Field Underwriting Guides from most Carriers along with Guides for Linked Benefit Products and Long Term Care Products as well as Niche Underwriting Guides. 

You can also contact our inhouse underwriter, Jennifer LaDell - jladell@equitasbrokeragegroup.com with any questions or quick quotes for specific impairments  

Underwriting
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Advanced Markets

At Equitas Life Brokerage, we know some of your clients needs are more complex than just requiring a life insurance policy. Our Advanced Insurance capabilities offer you creative and innovative estate and business planning solutions that take your clients best interests at heart today and in tomorrow’s constantly changing financial landscape. 

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Advanced Markets
Marketing Tools

The Marketing Page contains a stable of Customizable Flyers as well as Brochures and Client Facing Letters. 

There are also samples of Customizable Videos that can tell your Agency's story. 

 

Choose from the marketing pieces you want and fill out the online form - we will put your company logo and contact information on the material!

Marketing Tools
Case Reporting
Case Reporting

We send out Bi-weekly reports on case status. Our Team tracks cases from quote to delivery and we send you updates to keep you in the loop of any outstanding REQS we have acquired or any changes that have occurred.  Of course, we also let you know the moment a case has been approved. 

However, should you wish to reach out for a status update on all of your cases simply click the link below.

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