Everest Tool Kit - Everything Agents Need to Know About Everest

Announcing an E-Application for Advantage & Advantage - 50 Plus Products

IA American is pleased to offer WFG agents the ability to process applications in a paperless environment.

www.insuranceapplication.com/wfgmobile

Features

Ensures applications are in good order and eliminates incomplete apps.
Reduces processing delays.

Functionality

The application is completed and signed electronically using your finger or stylus on a touchscreen or via email using a computer.
Partially completed applications can be saved and returned to later.
Attach and send images of supplemental documents such as voided checks.
Transmit applications with the click of a button.

Requirements

Designed for all tablets and computers. Compatible with iOS, Android and Windows operating systems.
Internet connection needed at the point of sale.

Getting Started

Visit www.insuranceapplication.com/wfgmobile, go to the New User link and register within minutes.
Bookmark the site on your device for future access.
Say “good bye” to paper!

Need Brochures?

Check with your WFG office.
Check the Everest Tool Kit (click on Step 2) for downloadable marketing pieces that can be shared with prospective clients.
If you still need brochures, Contact Us and let us know what you need. Be sure to include your name, complete mailing address, phone number, email, Agent ID and quantity of items needed. If this is for an upcoming event, please indicate the date of the event. We need a minimum of 5 days to process and deliver your order.

Step 4 - Submit Applications

1. Review to ensure application is complete

2a. Attach Fax Application Cover Page and fax new business application to (254) 297-2100.

OR

2b. Go to www.insuranceapplication.com/appdrop and upload a scan of your new business application.

NOTE: If using App Drop, agents must log in using their IA American Agent Number (5+WFG ID).

Step 1 - Submit Agent Agreement

Please go to the IA American Agent Agreement

You must use password 2240 when submitting agent agreements online.

** Currently, there is no insurance product available in Maine, Montana and New York.
Once your agent agreement has been successfully submitted and processed, you will receive a welcome email from Everest.

NOTE: Applications for new business should not be submitted unless an agent agreement has been submitted and your unique IA American Insurance Agent No. has been received from Everest.

Key Contacts

Ontario and Maritimes
Paul Emerton
Regional Sales Director, Everest
519-503-3613
pemerton@everestfuneral.com
Southern Alberta (South of Red Deer) and Manitoba
Liza Pincombe
Regional Sales Director, Everest
Office: 403-279-1621
Cell: 403-880-3392
lpincombe@everestfuneral.com
Northern Alberta (North of Red Deer) and Saskatchewan
Lavinia Boesch
Regional Sales Director, Everest
780-984-0141
lboesch@everestfuneral.com
British Columbia
Jerry Liu
Regional Sales Director, Everest
778-987-2977
jliu@everestfuneral.com
Helen Newman
Director, Client Relations, Everest
Office: 519-856-9591
Cell: 416-892-3637
hnewman@everestfuneral.com

The

Everest

Package

Everest Tool Kit – Everything Agents Need to Know About Everest