1. Pre Need 101 Module 2 The Processes

2. Contracting
Calculator
Snap App
Submitting Apps
Back Office
The Agenda

3. No Agents will be contracted with a criminal record and/or an unresolved VECTOR.
*Provide proof of payment plan.
ALL agents/organizations must include the AGI Financial Contract and send it with all contracting documents to
ALL contracting paperwork needs to be in one pdf document and sent to
Included with Global Atlantic paperwork:
Copy of Pre-Need/Life Insurance license, copy of voided check & commission schedule
Please allow business days for processing
Once an agent ID is assigned, two s, one from licensing with your agent number and one from eTech with login credentials. There will be an Account Executive from Global Atlantic that will call with a demo of InSight Analytics.
Contracting

4. Calculator

5. Calculator Click ‘Choose Your Product’
If All Questions On The Application Are Answered “NO”
Click ‘Underwritten’
Enter Age
Enter Funeral Amount
Click ‘APA’ (on the right)
Premium is calculated

6. Snap App Go To www.agifinancial.com Click On Your State
Watch The Webinar
For Paper Applications
And E-Applications
Snap App

7. Submitting E Apps
Obtain the Funeral Directors signature by clicking on “send ” in the administrator (Funeral Director) box
After you receive the Funeral Directors’ signature, you submit all Snap Apps to the carrier
Once application has been submitted, allow 3-7 business days for approval

8. Submitting Paper Apps
Send all paper applications to
All applications need to be in ONE pdf document
Once application has been submitted, allow 7-10 business days for approval

9. Back Office Click on ‘Manage My Business’
Click on ‘Reporting’ for access to commission, active policy and downline sales reports
Click on ‘Policy Management’ for pending policy reports/status

10. Back Office