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Carrier Tools

Agent Resources

Whether its carrier quotes, cheat sheets or product breakdown, we've got it listed below! 

CHEAT SHEETS

*Remember to check height and weight charts.

Quote Tools

QUOTE TOOLS

CARRIERS

  • Americo: 800-231-0801

  • Mutual of Omaha: 800-867-6873

  • TransAmerica: 877-234-4848

  • AIG: 800-677-3311

  • Global Atlantic: 855-887-4487

  • Athene: 888‑266‑8489

  • CFG: 800-423-9765

  • Foresters: 800-828-1540

  • John Hancock: 877-606-7779

  • American Amicable: 800-736-7311

  • Aetna: 866-272-6630

Important Documents

IMPORTANT DOCUMENTS

Below are some very important documents that you will need when you start dialing and are in the home. We recommend printing each document out and creating a binder to always have these with you.

 

7-10 business days after you submit your appointment requests in SuranceBay, you can start calling the carriers to confirm the status of your contracts. If any of the carriers give you kick back, please contact your team admin.

 

Click Here for Carrier Contact Info.

Underwriting Guide

UNDERWRITING GUIDES

For an easy find of ANY agent guide use google search. 

Search (Company Name, Product, Agent Guide)

Example: "Americo Eagle Agent Guide" 

Lead Vendor Sheet

Lead Vendor
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