Marketing Resources

AGENT RESOURCE LINKS

We provide you with the materials you need to be prepared and impress your clients. If unable to locate or looking for something specific also look to our “Forms” tab or email us with questions and special requests. 

FORMS TO MARKET, MANGE & SELL

CARRIER APPOINTMENT PAPERWORK

AXA Appointment Paperwork
Pivot Appointment Packet
Tru Assure Broker Agreement
Renaissance Appointment Paperwork
Renaissance Employer Application and Agreement
Renaissance Dental & Vision Change Form

LIFE & DISABILITY FORMS AND PAPERWORK

SHORT TERM MEDICAL PLANS – Pivot & IHC
Individual Short Term Medical – What you need to know
Get Enrolled – Short Term Medical
Map – Short Term Medical Plans
Agent’s Guide to Individual Short Term Medical
Short Term Health Care – 10 Reasons Why
Pivot Short Term Plan Availability by State
Producers Guide – Short Term Medical

Plan Overview Handouts

Pivot Plan Overview
Pivot Quantum PPO PlansShort Term Medical Plan Info Handout
Pivot Latitude Plan Overview
Pivot Care Elite Plan Overview
Pivot Care Economy
Pivot CORE Plan Overview
Pivot Bridge the Gap Overview

 

GROUP DENTAL, VISION, LIFE, STD/LTD 
Starting with groups of 2 and more.

Digital Tools to make connections

EB360 Overview for Brokers
AXA EB360 Online Tools Employer Overview

AXA Plan Overviews

Personalized handouts are available for our brokers. Contact us for more info.
AXA Dental Product Overview
AXA Vision Benefits Overview
AXA Life Benefits Overview
AXA Short Term Disability Benefits Overview

Tru Assure & Renaissance Dental Plan Options 

CONFIDENT|Renaissance Dental Plan Overview 
Renaissance Max Choice Plus Plan
Vision Rate Sheet
Tru Assure Group Dental
TruAssure Small Group Plans