Marketplace
Marketplace was created to make your lives easier for you and better for your clients. Imagine a one-stop shop for life insurance, annuities, long-term care, and disability insurance. Marketplace integrates our business lines with your practice by consolidating all our ways of doing business into one platform.
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Submit
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Track business
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Quote
This is the platform to:
What to expect
Marketplace provides financial professionals access to industry leading tools to assist in the entire sales journey for their customers. Expanding beyond the traditional quote, apply, and case status options – the addition of our B2B2C platforms, sales-fulfillment support, and marketing strategies enable our advisors to reach more clients, while reducing their overall level of effort. Marketplace allows you to transact all of our product lines with ease and efficiency.
Making the most of Marketplace
Use the buttons below or scroll down for helpful tools and resources to ensure the best possible experience for you and your clients.
Quoting
Running a quote in Marketplace is quick and simple – allowing you to get information to your customers with ease.
Applying: E-application
This process allows you to complete and sign a full application online. You complete a fillable version of the carrier’s full application embedded with specific rules, so you do not inadvertently skip over required questions.
Team Fulfillment
Once you have completed your application, you’ll be able to sign it electronically and submit it to your local office case manager for review. Once your case manager has reviewed the application, they will submit it to the carrier on your behalf.
Quoting
Running a quote in Marketplace is quick and simple – allowing you to get information to your customers with ease.
Applying: E-application
This process allows you to complete and sign a full application online. You complete a fillable version of the carrier’s full application embedded with specific rules, so you do not inadvertently skip over required questions.
Team Fulfillment
Once you have completed your application, you’ll be able to sign it electronically and submit it to your local office case manager for review. Once your case manager has reviewed the application, they will submit it to the carrier on your behalf.
