Agent Friendly Portals

[TPAAgent]

Vat is dis?

TA has to be the worst right up there with Settlers

What complete dogshit that Settlers site is.. ya gotta login in twice.. holy sheet, it looks like a 12 year old made that site... TA is even worse.. ya can't even track your existing policies without searching a policy #

Foresters is by far the best site ever for agents.. it lists all your policies and even tells you the paid up date so you can track your clients payments ... *golf clap

Americo is #2.. nice site as it lists your policies but not monitoring of pmts

TA and Settlers is complete ass

*Rant over

 

[Jerard]

Vat is dis?

TA has to be the worst right up there with Settlers

What complete dogshit that Settlers site is.. ya gotta login in twice.. holy sheet, it looks like a 12 year old made that site... TA is even worse.. ya can't even track your existing policies without searching a policy #

Foresters is by far the best site ever for agents.. it lists all your policies and even tells you the paid up date so you can track your clients payments ... *golf clap

Americo is #2.. nice site as it lists your policies but not monitoring of pmts

TA and Settlers is complete ass

*Rant over

I agree on the TA site. You can do a zip code search (first 3 numbers) such as 338. It works OK if you mostly work in certain zip codes.

 

[Rearden]

Vat is dis?

TA has to be the worst right up there with Settlers

What complete dogshit that Settlers site is.. ya gotta login in twice.. holy sheet, it looks like a 12 year old made that site... TA is even worse.. ya can't even track your existing policies without searching a policy #

Foresters is by far the best site ever for agents.. it lists all your policies and even tells you the paid up date so you can track your clients payments ... *golf clap

Americo is #2.. nice site as it lists your policies but not monitoring of pmts

TA and Settlers is complete ass

*Rant over

United Heritage has one of the most agent-friendly websites I have ever used.

Pending business is easy to track and figure out what is required.

Apps are easily uploaded through the secure upload link.

Commission statements are easily accessible from the Main Agent Portal Page; agent balances are simple to click to.

Clients are easy to search for by basic demographic data. Or you can look them up in your complete client look-up list.

Other notable carriers that have practical and easy-to-use agent portals include, Lafayette Life, Oxford, and Security National.

 

[summerof18]

I like SNL portal, super easy.

Amber

 

[goillini52]

I'll throw Equitable in there. They show pending, policy status, etc. They also show claims paid on health insurance policies. That's the easiest site I've seen.

I agree with you about Settler's site.

 

[Meghan28]

I like American Amicable.

 

[jdeasy]

Vat is dis?

TA has to be the worst right up there with Settlers

What complete dogshit that Settlers site is.. ya gotta login in twice.. holy sheet, it looks like a 12 year old made that site... TA is even worse.. ya can't even track your existing policies without searching a policy #

Foresters is by far the best site ever for agents.. it lists all your policies and even tells you the paid up date so you can track your clients payments ... *golf clap

Americo is #2.. nice site as it lists your policies but not monitoring of pmts

TA and Settlers is complete ass

*Rant over

I find Foresters difficult to navigate too but the info is there once you find it.

RNA's site is good once you learn it. You can look up your clients by name or policy number. It will even show you their cash value as of their last annual statement.

AmCon's is OK too but also hard to learn. The info there is not always up to date though.

Trinity/FBL??? They say they will have new agent portals shortly after the first of the year. They sorely need them.

I'm on every company website that I write every morning. 7 days a weeks. Except for the ones that I know that don't update on weekends.

Of them all I would agree that Trans and settlers are the most difficult to learn. Trinity/FBL have the least info.

 

[nfl72]

Jd, why do you feel the need to visit the websites on a daily basis? Are you concerned about mistakes etc? And if so do you ever find shortages in commissions?

 

[jdeasy]

Jd, why do you feel the need to visit the websites on a daily basis? Are you concerned about mistakes etc? And if so do you ever find shortages in commissions?

It's just a habit now. I want to stay top of my business. As soon as I see an NSF I call the person that day. Most of the time people hear from me before they even knew there was a problem.

I check pending to see if there are any requirements. I check issue dates to make sure they are not drafting the first draft on the wrong date. I find more problems with that than any other thing. And with every company.

The first thing I check everyday is my bank statement to see if the deposits I saw the day before are in there. The first thing I check at every company website is my commission statement. It's very rare to find a commission error.

It's just part of what I do. Noboby cares as much about my business as I do. The folks at Trinity were a bit taken back by me calling about drafting problems when I first starting writing them. They would say, "we haven't even sent the letter to the client yet". I would say, "well you sent me an email". They are used to me now.

Travis makes fun of me about it when we are on vacation. He will say something like, "you been on the company websites already?".

Of course I have been.

 

[Bill O]

This is one place where I will give Oxford a pat on the back. Easy for ordering supplies, looking up client information and agent reports.

Off topic but RNA really PO'd me again this week. I faxed in a paper app last week and never heard anything about the PHI being completed so I followed up. Even though I had fax receipts proving they went through on 3 different occasions, their new business dept. couldn't find the app. Finally, I got a woman to promise she would keep an eye out and call me back at a set time to confirm the app was received.

On 2 of the calls, I was lectured about how many agents love the new electronic signature because of how quickly they get paid. I was passed off to some guy named Mike in sales support and he strongly encouraged me to change my process to use the new worksheet/e-sig like so many other agents. He says average call time is down to 20 minutes for anyone who wants to know.