Apex Marketing Group
President Of Sales: Derrick Lopez 702-757-0970 or dlopez@insurancebyapex.com
Conference Call Details: Zoom
Join Zoom Meeting
https://us06web.zoom.us/j/8758328752
Contracting: contracting@insurancebyapex.com
Agent Hotline
The Agent Hotline is your lifeline when you are stuck in a home. Whether you are a new agent or a seasoned veteran, you have access to all of the managers and top producers with this line to answer any questions or recommend where to send a client with health issues.
Agent Hotline – 1-866-824-6941
Aetna
Nothing To See Here
Applied General Agency (AGA)
Contracting Email – contracting@appliedga.com
Medicare Contracting Info – https://appliedga.com/medicare-insurance-agents-resources/contracting-information/
Alignment
Alignment Partner Experience 888-793-5700
Partnerexperience@ahcusa.com
Membership/Eligibility Department
Fax 562-207-4623
Member Services Department
866-634-2247
American Amicable
Agent Hotline: (800) 736-7311 Prompt 1,1,2
Email: marketingassistants@aatx.com
Website: www.americanamicable.com
Two Phone Interview Options
Ages 50-85 & Safcare Term Ages 65+: 877-357-1773 (7:30 am-1:00 am M-F CST and 9:00 am-9:00 pm Sat & Sun CST)
Ages 0-49: 866-719-2024 (8:00 am-9:00 pm M-F and 10:00 am-2:00 pm Saturday CST)
EMSI is used if an E-app is used an interview required
EMSI: 866-719-2024 or Spanish: 1-866-901-1776
8:00 am – 9:00 pm M-F CST and 10:00 am – 2:00 pm Saturday
American Home Life
Main Line
800-876-0199
Voice Authorization and Underwriting Assistance
866-967-2454
Spanish Interviews are available
7:45 am to 4:00 pm CST M-TH
7:45 am to 12:00 pm CST Friday
Americo
Sales Support: 800.231.0801 or salessupport@americo.com
Contracting:
Submit New business: FAX 800-395-9261 (Pending Biz): FAX 800-395-9238
Email to submit new business: Submit@Americo.com (recommended)
Americo PHONE INTERVIEW- 800-395-9179 (3-way client in)
Americo Mouth Swabs- 800-882-1922 to complete Training for Saliva www.salivatraining.com
Website: http://www.americo.com/
Quoting: http://quote.americo.com/
Athene - Annuities
Sales Support: 888-266-8439
Contracting: 888‑266‑8489
Submitting New Business FAX: 800-531-0038
Website: https://www.atheneannuity.com
Quoting: Visit website
Baltimore Life
Phone Interview: (877) 909-7260
Website: www.baltlife.com
CFG - Columbian Financial Group
Sales Support: 1.800.423.9765
Contracting: 1.800.423.9765
Submitting new business FAX (Don’t forget Fax Cover Sheet): 877-270-3266
CFG- 800-423-9765 X5944(safeshield)
CFG Phone interview-800-423-97 68 x5917
CFG- 800-3051335 X4902 (Final Expense)
Website: https://www.cfglife.com
Quoting: See instructions below
Android users: To quote On your Android device, use Play Store and type ‘CFG SafeShield Calculator’ and for final expense ‘CFG final expense calculator’.
iPhone users: Email and Request CFG quoting app for iPhone users: SafeShieldCalc@cfglife.com
Safeshield Password: cfgsit
Final expense Password: cfgfe
https://www.cfglife.com/resources/illustrations-calculators-and-quotes
Corebridge
Sales Support: 800-677-3311 prompt 2
New Business Status: 800-247-8837
Contracting: 866-424-4524
AIG GIWL phone number: 877-399-7747
Submitting New Business FAX 855-612-9959
Submitting New Business Email – newapp@corebridgefinancial.com
Website: https://estationsecure.americangeneral.com/
Quoting: https://www-115.aig.com/
EFES Main Office
Corporate Office– (800) 765-0711
Leads Department- 222
Chase Urich- 251
Ryan Caras- 264
Ben Bowman- 252Contracting- contracting@theequitagroup.com
Leads- leadteam@efesonline.com
Foresters
Sales Support: 866-466-7166
Contracting: 866-466-7166
Submitting new business FAX 877-329-4631
Apptical Phone Interview: 866-844-9276
M-F 8:30am-2:00am EST/ S-S 10:00am-10:00pm EST
Website: http://www.foresters.com/
Agent login: https://portal.foresters.biz/
Quoting: http://foresterscalculator.com
Gerber
Sales Support: 800-428-4947
Contracting:
Submitting new business FAX 877-608-4634
Website:https://www.gerberlife.com then go to agent to log in
Quoting: To Quote use app from the app store
Global Atlantic - Accordia
Sales Support: (855) 887-4487, option 3 salessupport@gafg.com
Contracting: (855) 887-4487, option 7 contracting@gafg.com
Submitting New Business Fax: 800-262-6976 or email ain.team@gafg.com is (preferred)
Website: http://www.globalatlanticlife.com/
Quoting: Visit website
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Humana
Contracting Support 8 am – 5 pm CST M-F
855-330-8128
John Hancock
Traditional Life Insurance
Sales Support: 1-800-505-9427
Simple Term w/Vitality
Sales Support 1-866-595-7361
Ladder Life
Angent Support: 1-844-427-4900
Email: imoagenthelp@ladderlife.com
Lifeshield
Sales Support: (800) 580-7211
Email: agency@uflic.com
Underwriting Department (800) 366-8354
Email: uwdept@uflic.com
New Business Fax: (580) 255-0951
Email: newbusinessapp@aflic.com
website: www.lifeshieldnational.com
Liberty Bankers Life
New Business: (888) 525-4467
Agent Support: (800) 731-4300
Commissions Opt 2
Underwriting/RA Opt 6
Tele-Quote 24/7: (844) 411-7868
Tele Interview POSTI (844) 442-9871
Monday – Friday 9 AM EST – 10 PM EST
Saturday 9 AM EST – 4 PM EST
Client Services: (800) 604-8002
Website: www.libertybankerslife.com
Generic Login Info
User- life
Pass-agent
Mutual of Omaha - MOO
Sales Support: (800) 693-6083
Commissions: 800-475-4465
Life Underwriting / Risk Assessment: 800-775-7896
Contracting: (800) 867-6873 contractsandappointments
Submitting New Business (NEW BUSINESS) Fax: 1-402-997-1800
(Pending Requirements) Fax:1-402-997-1850
Mutual of Omaha PHONE INTERVIEW- 800-775-3000
Website: Producer Login
Quoting: https://www3.mutualofomaha.com/mobile-quotes/#/home
National Life Group - LSW
National Life Group Contact Center: 800-906-3310
Life & Annuity Sales: Option 1 (Illustrations, Applications, Sales Desk)
NLGSalesDesk-Life@NationalLife.com
NLGSalesDesk-Annuity@NationalLife.com
QualifiedPlanMarketing@NationalLife.com
Life Insurance: Option 2 (Pending Policy status, Inforce Life, Commission)
Annuities: Option 3 (Withdrawal/Loan Status, Annuities, Commission)
Password Reset: Option 4
National Life Group Technical Help Desk: HelpDesk@NationalLife.com or 877-654-3499
Doing Business – Life New Business, Underwriting, & Inforce Contacts
New Business Submission
Email Life Applications to: NBApplicationImages@NationalLife.com
Large Case Applications ($2million+ face) to: LargeCase@NationalLife.com
Qualified Pension and Profit Sharing Plan Apps to: RetirementServices@NationalLife.com
Fax Life Applications to: 802-229-7592
Mail Life Applications to: National Life Group
One National Life Drive
Montpelier, VT 05604-5555
Outstanding Requirements Processing:
Email Life Documents to: NBRequirementImages@NationalLife.com
Fax Life Documents to: 802-229-4726
Underwriting Risk Assessments: UnderwritingQuotes@NationalLife.com
Life Forms on Delivery: FormsOnDelivery@NationalLife.com
Rewrites & Not Taken Requests: Rewrites@NationalLife.com
Life Inforce Customer Service: LifeCustomerService@NationalLife.com
EFT Questions: ElectronicFundsTransferTeam@NationalLife.com
General Billing Questions: PremAccounting&GroupBill@NationalLife.com
Compensation: Commissions and Debt Inquiries: NLGCompensation@NationalLife.com
Doing Business – Annuity New Business & Inforce Contacts
New Business Submission
Email Annuity Applications/Transfer forms to: Imaging@NationalLife.com
Qualified Pension and Profit Sharing Plan Apps to: RetirementServices@NationalLife.com
Fax Annuity Applications to: 214-638-9162
Mail Annuity Applications to: National Life Group
One National Life Drive
Montpelier, VT 05604-5555
Ipipeline – 800-641-6557 or email support@ipipeline.com
Outstanding Requirements Processing
Email Annuity Documents to: Imaging@NationalLife.com
Fax Annuity Documents to: 214-638-9162
Annuity Forms on Delivery: Imaging@NationalLife.com
Annuity Inforce Customer Service: AgentServices@NationalLife.com
Compensation: Commissions and Debt Inquiries: NLGCompensation@NationalLife.com
New Bridge
The agent help desk is available from 9 am until 6 pm est.
Agent Website: newbridgefx-platform.afficiency.com
Phone: 866-830-2181
Email: licensing@cgic.com
Phoenix
Sales Support: 888-794-4447
Contracting:
Submitting new business FAX 816-221-9674
Website: https://phoenixsalesnet.nsre.com
Quoting: Visit website
Prosperity
Agent Hotline: 866-380-6413
agentcare@prosperitylife.com
New BusinessPhone: 866-528-6932
New Business Fax: 866-331-3074
newbusinessprocessing@prosperitylife.com
Phone Interview: (800) 737-6972
Agent Center Website
https://www.sbliusa.com/AgentCenter/
For Money Orders (Quarterly Payments And Up Allowed)
Payable to: Prosperity Life
P.O Box 646
Newark, New Jersey 07101-0646
Royal Neighbors of America
Sales Support:(800) 770-4561, option 1
Contracting: 800-770-4561 ext 4175 agentcontract@royalneighbors.org
Royal Neighbors PHONE INTERVIEW- 866-345-2532
Submitting new business FAX 866-787-1450
Website:https://agent.royalneighbors.org
Quoting: http://www.rnaquickquote.org/
Sagicor
Sales Support:(888) 724-4267 ext. 4680
Contracting: (888) 724-4267 ext. 4660
Submitting New Business fax: 800-324-8943
Website: https://sagicorlifeusa.com
Agent portal: https://agent.sagicorlifeusa.com/wps/portal
Quoting: Visit website
SBLI
Toll Free: 888.224.7254
Option 1: Brokerage Sales Desk & Agent Site Support – brokerage@sbli.com
Option 2: Licensing & Contracting Status – sblicommissions@sbli.com
Option 3: New Business & Policyholder Services – CustomerService@sbli.com
Option 4: Underwriting Quick Quote – quickquote@sbli.com
Option 5: Commissions – sblicommissions@sbli.com
TransAmerica
Case Management Team: 1-800-451-7586 Dept# 8556331
Contracting: 1-800-256-7971
Express Product Helpline: 800-261-4460
Immediate Product Helpline: 877-234-4848
Submitting new business FAX 866-834-0437
Paramed for Fully underwritten apps
Exam One-(877)933-9261
Portamedic- (877)826-9796
APPS- (800)727-2101
United Home Life
Sales Support: (800) 428-3001
Phone Interview: (866) 333-6557
New Business Fax: (317) 692-7711
Email: UHL.NewBusiness@unitedhomelife.com
Underwriting Fax: (317) 692-7636
Email: UHL Underwriters@unitedhomelife.com
Website: www.unitedhomelife.com
We have several carriers but you should try and stick with the core carriers (top 3-5) 80% of the time and here’s why.
- When you limit the number of companies you write with you become very familiar with their product, underwriting guidelines, and extremely efficient in writing apps.
- The carriers offer bonuses and trips when you write certain volume with them in a 12 month period. Limiting to a few companies will help you qualify for the trips and bonuses.
- You will get chargebacks and if you are writing the same companies any new business you write will offset the chargebacks so you don’t go into the red with a carrier.
- Easier to follow up and manage your pending business.