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APPLICATIONS AND QUOTERS
You will find 3 sections below
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E-application access & Quoters - Learn how to set up your online carrier accounts, access carrier quoters & carrier websites
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Paper applications - New agent application printing checklist and link to print paper applications
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How to report an application to Equis
E-APPLICATION ACCESS & QUOTERS
Set up your online accounts to access the carrier's e-applications
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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
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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
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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
8. Ethos
Our Ethos Represenative is Jemar Mitchell & his email is jemar.mitchell@getethos.com
***DO NOT try to register with Ethos directly from this website***
You will be sent a welcome email with instructions on how to create your account and login. If you register directly from this website, 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.
9. GPM (Government Personnel Mutual) - 210-619-2500
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Click Here to access GPM training site
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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:
Watch the video below to learn how to report an application to Equis
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ALWAYS report your e-apps to Equis as soon as you're finished writing the e-app
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NEVER submit an application before sending the needs analysis worksheet to your manager
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NEVER submit a paper application without your manager scrubbing the application. This will save you from unnecessary pending requirements
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