Designed specifically for use in websites for recruiting Brokers and Agents.
We do all the work for you with a fixed annuity data feeds for MGA's/BGA's, Banks and Broker-Dealers.
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". Then select the product you want to add to your website.
- Annuity Data Feed with Forms
Pay the one time "setup fee" of $500.00 and the first month's charge of $300.00 with your credit card. Your credit card will then be charged $300.00 a month until cancelled.
- Registered Users can then access the "Administrative Section" where you:
- Set Email Notification: Enter the email address(es) where Broker and Agent request for kits and licensing 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 Broker Requests: You can review Broker/Agent requests for information.
- Update/Edit your account information.
- Change Password