SALES WEEK: Delegate-Account Upgrade Gives Your Sales Team Secured Website Access

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Sales Tip

With the recent technology upgrade of Upload A Doc, now is the time to create Delegate Accounts – so each of your support staff have personalized, secure access to the Agent Gateway website.

It’s simple. After you register and login to your personal account as a contracted producer or Marketing Organization, you may then submit Delegate Account requests for each of your support staff. 

YOU control the online data to which your delegates have access – including Commissions, My Business, Illustrations and Pending/Active Agents.

In order for your support team to utilize Upload A Doc and E-App on your behalf, each user must have a unique, secured login to the Agent Gateway Website. Shared passwords are no longer be compatible. 

Ready to get Started?

• After login to your secured Agent Gateway Website account, click on your user name in the upper right corner to open your Agent Account Profile
• Click on the Add Delegates tab
• Enter name and email address for a delegate
• Designate the Permissions for delegate access
• When finished, click on Save Permissions 

What’s Next?

• Your delegate will receive an email, with a secured link and instructions to register the
  Delegate Account. 
• The delegate will chose one of two authentication methods: text message security code or authentication app security code. Authentication is necessary to perform certain functions on the Agent Gateway Website.

Agent-Driven

You may manage your Delegate Accounts at any time: add new delegates, delete existing delegates, change permissions, or initiate a delegate’s password reset. 

Delegate Account Instructions

For Delegate Accounts general overview, click here. 

For an instructional guide for delegates, click here.

Learn More About Upload A Doc

When you need to submit a form or document to EquiTrust quickly, Upload A Doc delivers!  

Upload A Doc is an alternative means to submit new business and supporting documents to EquiTrust. You still have the options of E-App, fax and printed documents – Upload A Doc gives you another delivery option.

Get more detailed instructions in this informative Upload A Doc user guide, click here.

Products underwritten and issued by EquiTrust Life Insurance Company, West Des Moines, Iowa. Products distributed by EquiTrust Insurance Marketing Services; in California doing business as EQT Insurance Marketing Services. EquiTrust.com. For Producer Use Only.