Forms and Marketing Resources

Forms to Market, Sell, and Manage

Customizable tools to sell with confidence. Can’t find what you’re looking for? Contact us.

Group and Individual dental plan information, enrollment forms, marketing examples, and appointment links.

GROUP DENTAL, VISION, LIFE, STD/LTD, Critical Illness– Marketing examples, forms, & applications.

Benefit Information, Marketing Examples, & Enrollment applications.

Product marketing examples, Benefit information, and enrollment links.

Carrier Appointment Forms

Complete the online appointment process in minutes by simply requesting appointment forms for carriers of your choice. 

CONFIDENT Life and Disability Product Form Information

Life and Disability forms are state specific. Contact us at (888) 327-8880 for state specific forms in your state. 

Resources to Help You Manage Your Business

A convenient collection of additional tools for your agent toolbox. 

Industry Insights

Stay up to date with industry news and trends. 

Need Help?

You’ve got questions, we’ve got answers.