Life Insurance Appointments Now Available to All Members
With our new partnerships, we have increased the value of your IronPoint membership, and simplified the selling of life, long term care, disability, and annuities. If you’re life licensed, this is a way to expand the products you can sell to your customers, make better use of the constulative sales process, and convert more high lifetime value customers.
Why select IronPoint for life insurance?
When you sign-up to sell life insurance with your IronPoint membership you will be provided access to the BOSS system, which provides instant access to managing the lifecycle of your policies. In force policy status, values, and beneficiaries for multiple carriers – allowing you to efficiently service and market. You’ll also be able to view appointments, cases, commissions, quotes, and reporting for you entire agency or book of business.
You also get Quote & Apply, the first multi-carrier consumer facing quoting and application for the insurance agent’s website. Quote & Apply will allow you to start selling directly from your website.
IronPoint members who sign-up to sell life insurance will get 100% of the commissions on policies sold. That’s huge!
So, let’s sum up the benefits:
- 100% of the commission
- Quote & Apply for your website
- Access to the BOSS system to manage your book, appointments, quotes and Quote & Apply
- Marketing tools built into the BOSS system
What carriers are participating?
There are many carries participating the the program. Below we’ll break it down between those who are available in Quote & Apply and those who you can quote only in the BOSS system:
Available in Quote & Apply:
All carriers available in BOSS
What if I already have an agreement with another agency?
This may not be an issue. Most of the carriers will allow Dual Contracting. Below is a list of those that DO NOT allow dual contracting.
- Assurity
- Allianz
- North American
- Nationwide
- Mutual of Omaha
- Oxford
- Foresters
Conclusion
So, if you’re life licensed, or where thinking of it, now is the right time to get started. Sign up for the IronPoint Life program, and start selling life cases today.
Start a New Quote
If you don’t already have your carrier credentials, make sure to submit “New Quote Service” form to your underwriter after inputting the quote.
Service Request Forms
- Policy Service
Policy Service Request
- New Quote Service
New Quote Assistance
- New Help Desk Ticket
New Help Desk Ticket Request
Read Me: Service Requests
>Service Request Instructions
Policy Service:
Use this form if you need help with an existing policy. By submitting this form you will be creating a tracking ticket policy change request. After submitting the form you will get an email with your tracking number, and that can be used with anyone to check status, review history, and provide assistance.
New Quote Assistance:
If you have already completed a quote in the carrier system, PL Rating (Personal Lines) or Insureon (Commercial Lines) and want to receive quoting assistance or a bindable proposal, then complete this form. After submitting the form a tracking ticket will be created and sent to you via email. Your tracking ticket can be used with anyone to track the history of your request, or provide furhter assitance.
Help Desk Tickets:
This form should be used if you need assistance with carrier credentials, access to carriers or specific lines of business or need help with software. After submitting the form a tracking ticket will be created and sent to you via email. Your tracking ticket can be used with anyone to track the history of your request, or provide furhter assitance.
Pro Tip
Once a ticket is created you need to respond to the email where the ticket originated, or to any new subsequent email threads created by IronPoint team members provdiing service on your request. If you send emails outside the tracking system (eg. directly to an underwriter) then the tracking and history may be disrupted.