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CARRIER INFO

You will find 3 sections below

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  1. E-application access & Quoters - Learn how to set up your online carrier accounts, access carrier quoters & carrier websites

  2. Paper applications - New agent application printing checklist and link to print paper applications

  3. How to report an application to Equis

E-APPLICATION ACCESS & QUOTERS

Set up your online accounts to access the carrier's e-applications

  • You need to have a writing number or producer ID from each carrier. This would have been sent to you via a welcome email by the carrier after your contracting was approved

  • In the email containing your writing number, you will find instructions on how to set up your online account to access the carrier's website

  • Be sure to save your login credentials for each carrier's website. You should set up 8 online accounts, unless your manager has requested others to be sent as well

1. American Amicable (AmAm) - 800-736-7311​

3. Foresters Financial - 866-466-7166

4. Mutual of Omaha - 800-867-6873​

5. Ethos

​***DO NOT REGSITER DIRECTLY ON ETHOS WEBSITE***

Within 1-2 weeks after your Contracting Packet is approved, you will receive a Welcome Email from Ethos with login instructions.

*** If you register directly with Ethos, you will be set up with a much lower commission level***

*** If you have been contracted with Ethos before, work with your manager on how to "reparent" to Equis Financial and your manager. 

Our Ethos Represenative is Landon Biddix & his email is landon.biddix@getethos.com

6. GPM (Government Personnel Mutual) - 210-619-2500

  • Click Here to access GPM training site

  • On the webpage, scroll down to "Applications" and watch the 2 videos
    Below is a screen shot of what you will see using website link above:

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Additional Carriers

8. Corebridge (AIG) - 800-247-8837​

9. Transamerica - 800-238-4297

 PAPER APPLICATION ACCESS

Some carriers will allow you to submit a paper application BEFORE receiving your writing number. Work with your manager on which carriers will allow you to use "pending" as your writing number.

Watch the video below to learn how to report an application to Equis â€‹

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  • ALWAYS report your e-apps to Equis as soon as you're finished writing the e-app

  • ​NEVER submit an application before sending the needs analysis worksheet to your manager

  • NEVER submit a paper application without your manager scrubbing the application. This will save you from unnecessary pending requirements

© 2024 by The Theodore Group

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