We are continually working to create and improve our marketing tool library with the materials you need to market successfully. Our goal is to equip you with the best resources to help you present insurance plans effectively to your clients.
Below you will find the agent guides we have created for each insurance plan type for the various underwriting carriers we represent. These guides are essential tools, providing a comprehensive breakdown of the following:
- Plan Benefits
- Definitions
- Provisions
- Limitations & Exclusions
- State Variations
- State Endorsements
For more information or questions on materials, please call us at 800-964-8331. We are herre to assist you and welcome your inquiries!
Welcome to the Agent Guides section of our Marketing Tools Library. Our comprehensive guides are designed to provide you with detailed insights into the benefits offered by different insurance types for each underwriting insurance carrier. These guides are invaluable resources for understanding the nuances of each plan, including state variations, ensuring you have all the information you need in one convenient location.
Each guide is equipped with jump links, which allow you to navigate quickly to specific sections or pages (e.g., pages XX-XX). These clickable links make it eaasy to find the information you need without delay, enhancing your efficiency and effectiveness in serving your clients.
By utilizing these agent guides, you will be well-prepared to offer comprehensive advice and support to your clients, ensuring they have a clear understanding of their insurance options across all states. Stay tuned for updates as we continue to expand and enhance our offerings.
We are actively working on expanding our library to include guides for additional insurance types. Soon, you will find guides for:
Once these guides are created, approved, and available, they will be posted here. We are committed to ensuring you have access to the most comprehensive and up-to-date information possible.
Type of Insurance | ![]() |
Last Updated |
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Accident Insurance | ![]() |
v05.23 |
Critical Illness Insurance | ![]() |
v05.23 |
Hospital Indemnity Insurance | ![]() |
v05.23 |
Type of Insurance | ![]() |
Last Updated |
---|---|---|
Accident Insurance | ![]() |
v06.24 |
Critical Illness Rider | ![]() |
v06.24 |
Hospital Indemnity Insurance | ![]() |
v06.24 |
Guide below is for AME 5K & AME 10K (1300 series) & not for Gap5+ or HAA 5+ Accident. We are working on creating the Gap Term & HAA Lifepass 10 as well as the Gap 5+ & HAA 5+ Agent Guides.
Type of Insurance | ![]() |
Last Updated |
---|---|---|
Accident Insurance (1300 series) | ![]() |
v05.23 |