FAQ 1: Looking for Policy Forms?
Such as Declarations page, ID cards, Payment Schedule and much more...
- Go to "Quick Search" on the left of the screen and search for the policy with 5 easy options.
- Once you select the insured, click the "Documents" tab.
- Then click on “Policy Forms” and the menu option will expand to display the selection available.
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Select the desired forms by clicking the adjacent box … and finally click “Get forms”.
Note: You can select more than one policy document at a time!
FAQ 2: Trying to find the term breakdown of our new payment plans?
Easy - just click the arrow beside the Term to get the information you need!
FAQ 3: How do I use the E-sign-at-Bind feature with my customer?
Check out this 2-minute video to learn how!
FAQ 4: I'm new to AssuranceAmerica and would like to better understand how to use the platform to do business. How can I learn that without my Territory Manager training me in person?
Check out this 4-minute video to learn how to use what is being called "The Easiest-to-Use" Platform! If you have any questions, call our Sales Support Team at 1-800-450-7857 extension 3.
FAQ 5: I'm eager to share a review about how great my Territory Manager and the AssuranceAmerica team has been, in getting my customer issues resolved and helping to grow my business. Where can I leave a review?
Click here to submit a Google Review - we appreciate you!
FAQ 6: How do I help my customer get the Mobile App Discount?
Click here to learn more. It's three easy steps, that start with you and end with your customer e-signing their policy documents on their phone!