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STEP 6 - QUOTERS & PRODUCTS

Quoters

  • TO ACCESS QUOTING TOOLS, CLICK THE LINKS BELOW AND CREATE SHORTCUTS ON YOUR PHONE'S HOME SCREEN

CVS/AETNA (ACCENDO) Final Expense Quoter
​You must download the app to your phone or tablet using the buttons below. Select FINAL EXPENSE / Accendo Insurance Company on the second page of quoter app. 

Set up your agent portal with each carrier​

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  • You will receive a welcome email from each carrier with instructions on how to set these accounts up

  • These online account's will be how you access the carrier's e-apps and manage your business.

  • Use the link below to access the carrier websites.

Edit the living benefits grid with your information at the top right-hand corner

  • Print in color and insert into sheet protector. Add to binder

Download Product Tables

  • Print in color and insert into sheet protector. Add to binder

Product Training with Matthew Weiner

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