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

Equitable Appointment Paperwork – Agent
Pivot Appointment Packet
Tru Assure Broker Agreement
Renaissance Appointment Paperwork

LIFE & DISABILITY FORMS AND PAPERWORK

SHORT TERM MEDICAL PLANS – 
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


Equitable Plan Overviews

*Contact us for personalized marketing examples.
Equitable Vision Benefits Overview
Equitable Life Benefits Overview
Equitable 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 Plan
RESOURCES TO HELP YOU MANAGE YOUR BUSINESS
Prescription Drug Cost Guide
Census Enrollment Form Dental and Vision – Excel
Dental Insights with cbg | CONFIDENT
How to – Quote Short Term Medical Insurance – Agent Reference
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