AVAILABLE NOW — ACCESS YOUR CLIENTS' COMPLETED NEW BUSINESS PAPERWORK ON THE AGENT WEBSITE
Resources available when you need them!
You asked, we answered. Starting today, you can view and download copies of new business paperwork on our agent website, Agents.EquiTrust.com, for cases submitted via E-Application.
Where do I find it?
From the My Business quadrant on the agent website homepage, click Pending Business. In the Pending Business tab, click the policy number, then “New Business Documents”
You can view documents for all new business submitted via E-App, whether it’s from the Bridge® E-App system or FireLight
Uplines now have access to documents for business submitted directly to EquiTrust via E-App
Your regular login credentials with multi-factor-authentication (MFA) are required.
The documents will be available on the website the same business day they are submitted on a go-forward basis. This functionality does not apply to past submitted business.
