ADVISOR RESOURCES
We are committed to setting up our advisors for success, which is why we created a robust portal that allows advisors to easily access everything you need in order to provide robust planning for your clients, market life insurance to prospects, as well as grow professionally and increase your knowledge of the solutions that you can provide them.
SUPPORT AT EVERY STAGE
Advisors are supported through every stage of their business. From educating our advisors to placing business as efficiently as possible,
we are constantly adding new tools and resources to our Advisor Portal – so you always have exactly what you need.
NEW BUSINESS
Within the advisor portal, you have the ability to run quotes for yourself, complete necessary licensing paperwork, and even place the business online using our 1 Page App.
EXISTING BUSINESS
Once your case is placed, you are able to pull any additional forms you need, request policy service on existing cases, and even track the case status of placed business.
GROWING YOUR BUSINESS
TBA has a robust educational library, as well as marketing resources to not only grow professionally but to grow your practice as well.
LIFE INSURANCE QUOTES
From term insurance to disability insurance coverage, we have forms that make it easy to request quotes for us to run them for you or proprietary software where you can run them yourself.
POLICY REVIEW
Did you know that more than 60% of people that own life insurance have no idea what they own and how it works? By offering life insurance reviews to your clients you can provide a value-add service to them that will help them understand what they have and potentially uncover new opportunities.
1 PAGE APPLICATION
The average life insurance application is 17 pages – we created a simple one page of information that you fill out and we handle the rest of the application completion process – including getting electronic signatures, saving you and your client valuable time.
LICENSING & COMMISSIONS
TBA uses SureLC, an online contracting system. This safe and secure system allows you to enter and save all of your contracting information once. We’ll use this information to get your contracting started.
POLICY SERVICE
Does your client need a beneficiary change or do you need assistance with making changes or requesting an illustration on existing policies? We can do it for you!
MARKETING MATERIALS
& ASSISTANCE
Are you in need of some pre-made marketing materials on a specific topic? Or are you interested in social media or email marketing materials with a specific message? TBA has a marketing team that has ready-to-go resources as well as a subscription service where we market for you.
