VIP Carrier Center
ACCOUNT OPENING/IMPLEMENTATION
Steps
3 & 4
Steps #3 and #4
#3 - Input all of your enrollment information into Assurity's Benselect (Selerix) System
#4 Create your Deduction Report AND VOLUNTARY SALES REPORT using Selerix
WE RECOMMEND USING YOUR ENROLLMENT DIRECTOR TO HANDLE ALL OF THIS FOR YOU!
Why you should use your enrollment director - by David Goddard
SOH PORTAL
ALL STATES
Statement of Health PORTAL
Give this link to your clients to fill out for simplified issue!
This is where you can check to see if your clients have completed their SOH. Results will stay on the server for 90 days. Simply open the tab in the proper state!
How to handle Simplified Issue Plans - Lesson by Alex Sell
Monthly Master Apps
Monthly Master App Tracking
With all of the email traffic we get, sometimes it's nice to go to one place and see what Master Apps have been transmitted for the month.
The MASTER APP MONTHLY Visibility tool is a reporting tool we have built that shows in real time when a Master App has been submitted in a Google Sheet by state in which it was completed.
This tool hides the account name, but does show the Agent, the Industry written in the Mster App and the number of lives, protecting your relationships
The current month of Master apps will be on display for simplicity.