Simplicity Agent Center

Sunderland and Simplicity are pleased to introduce the Simplicity Agent Center for independent agents and BD reps with tools including iPipeline, Firelight, fillable Simplicity forms, plus much more, including Annuity Rate Watch, Simplicity’s Carrier Matrix (a research tool for life and LTC products), Simplicity LifeLinkTM, Advanced Markets Resources, and links to our Training Events.

Next Steps:

• Login using existing credentials or reset password if you lost password

• Update your Profile

• Navigate the updated center!

If you experience any technical issues, please email agentcenter@simplicitygroup.com

 

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Introducing Simplicity Agent Center 

 

Contracting Resources

Annuity Training, JIT Carriers, Pre-Appointment States, etc

Client Needs 

ABLTC Fact Finder, Life Fact Finder, Life Needs Analysis, iPipeline Needs Analysis, Virtual Sales Assistant, etc

Research & Rates

ABLTC Comparison, Annuity Rate Watch, Beacon, Carrier Commission Cycles, Life ABR Search, Life Product Search, Product Offerings, Vital Signs, etc

Quote

eValuate, iPipeline Quote, LifeLink, VitalSales Suite, etc

Case Design

Ensight, Winflex, etc

Underwriting

Carrier UW Resources, Carrier Accelerated UW, Carrier Processing Times, UW Guides, HIPAA auth, Informal App, iPipeline UW Guidelines, Special UW Reports, UW Questionnaires, etc

Advanced Markets

Questionnaires, Concept Pieces, etc

Write Business

Firelight, iGo, iPipeline FormsPipe, LifeLink, NYL Product Suitability, Rate Lock Procedures, etc

Marketing Support

Branding, Digital/Video, Content Creation, Prospecting (Tax Free Retirement, Maximum Social Security, Principles of Retirement, The Truth About Annuities, Tax Diversification and Retirement), etc

Training Events

Webinars, In-person training, etc