Annuity Data and State Specific Annuity Quoting Engine
Have a website?
Would you like to add a Annuity Data and a State Specific Annuity Quoting Engine to it?
We will create it for you, instantly online!
All you have to to is "cut and paste" the address (url) of your fixed annuity data within you website and your up and running.
Here's how you register and create it............
- Register to create your own secure account. This gives us
the basic data about who you are; your name, phone number, email address and the name of your agency.
- Once you complete the data form and "Register" your account is created
automatically,
"on the fly".
- Pay the one time "setup fee" of $300.00 and the first month's charge of $225.00
with your credit card. Your credit card will then be charge $225.00 a month until cancelled.
- Registered Users can then access the "Administrative Section" where you:
- Set Email Notification: Enter the email address(es) where Annuity Information Requests are sent.
- Select/Edit Companies: Select the Companies and Products that you want.
- Select/Edit State Licensing: Select those state in which you are licensed to sell insurance products.
It is your responsibility to keep this current as you are required to be licensed in each state
you wish to sell insurance products in.
- Review Applications: You can review all requests for applications in your account.
- Update/Edit your account information.
- Change Password
- View Traffic Reports: We track the number of visitors to you quoting engine, number of
quotes requested and number of "information requests" by company.
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