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Frequently Asked Questions
For Potential Producers
Interested in Insurance Planners
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For
Current Agents and Financial Planners of Insurance Planners
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How
does Insurance Planners help me?
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Insurance Planners can
help you in various ways. We specialize in
providing pre and post-sales support. Pre-sales
support includes shopping for the best underwriting
offers from our pool of top
companies and products, providing illustration and case
design services, as well as handling your licensing, and
appointments. Post-sales support includes handling
all medical examinations, requesting medical records,
and managing pending case requirements. All in all, our goal is to handle
all of the researching, processing and scheduling so
that you can focus on serving and satisfying
your clients.
How
does Insurance Planners help my clients?
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Because we have access
to the best financial providers, your
clients have access to a variety of products to serve
their needs. Because we can shop for the best
underwriting, your clients will see lower premiums and
higher returns. Our
strong relationships with so many top underwriters means your clients
will see better offers making the application
process simple and stress-free for you.
How will I
gain access to more resources?
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Insurance Planners will
help you obtain contracts so that
you can represent a variety of competitive companies and
products. Our integrated website and knowledgeable
staff will
give you access to valuable information. It's all just a
phone call or a few clicks away.
Does
Insurance Planners offer other products besides life
insurance such as annuities and Long-Term Care?
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Insurance Planners
offers many other services in the financial industry
besides life insurance. We are constantly growing
our list of products, producers, and services to meet
the needs of our producers. We offer a broad array of
annuities including fixed and indexed; long-term care products,
critical illness and
more from many top tier providers. Please visit
the contact page to get in
touch with a specialized representative for any specific questions.
How do I
do business with Insurance Planners?
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Call us at
(817) 877-3384. Visit the
Getting Started page for more information.
How do I
get access to the Agent Services portion of this website?
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The Agent Services
portion of our website is only for agents who are currently
appointed through Insurance Planners. Our agents
have a unique User ID and Password so that the system
can tailor content and services for each producer's needs. Please
call or email us if you wish
to set up online access.
How do I get an illustration quote or
proposal?
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Email or call us, we
will collect all the necessary information and promptly
get to work on your case. It is our goal to
return a complete case design or list of options within
24 hours. Visit our
Contact us page to email a
prospect.
What is your phone number, email
address, fax...?
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See our
Contact page for details.
How can I find
status on a new business case?
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Email or call your Case
Manager directly, see the
Contact page for information.
Or login to the
Case Status page.
All of your pending cases will be listed there. We
update the information regarding your case status
immediately as it
becomes available.
How do get
I access to the online agent
services in Broker Gear?
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Please
contact us to set up an
account. We will validate your account
and send you a User ID and password by email as soon as
possible.
What is
Broker Gear?
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Broker Gear is a
software system designed to provide solutions
for financial professionals. Agents use Broker Gear's
web enabled tools to view
case status, print forms, order supplies, check
licensing or appointments and more all from our website.
You can even download illustration software and updated
from all of your carriers from one place.
How do I download and install
illustration software?
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Click on the Software link from our website, then
enter your User ID and password. Next select the
appropriate company from the "Carrier" list, select "All" from the "Product Material" list
and click the "Search" button.
This will create a list of all
downloads available for that specific carrier. Instructions for most downloads
are listed on this page as well. When you find the
download you need, right-click the link for that
download and select "Save Target As". This will
allow you save the installation program on your
computer. Once the download is complete you can
open and install the downloaded installation program.
It is very important to check your
software regularly for web updates and new versions so
that your illustrations will always be up to date.
Please feel free to contact us if you have
any questions or problems.
What is my
User ID and password?
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If you forgot your
password, go to the Agent
Services login page and click
"Forgot your password?
Click here". You can then enter your user ID.
The system will automatically send your password to the
email address on file for your account.
If you forgot your User ID, please
contact us. We can search for your User ID and Password
for you.
What is my agent number with a
particular company?
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License numbers are
shown on the Licensing page.
Use your User ID and password to access your Licensing
information, or contact
us and we can pull your appointment data for you.
How do you determine a potential
client's underwriting class?
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Our years of experience
and relationships with top of the line providers gives
us great insight into Life Insurance underwriting.
By examining a clients medical history, current health,
as well as age, weight and height, we can determine a
specific class or group of possible classes. We
will always work to get your client the most
appropriate classification possible, however it is
important to keep in mind that not every client can
qualify at the best class. Our goal is to find
the best "fit" for your client among the many different
producers, products, and classifications to properly set
the expectations of your client while minimizing
premiums, maximizing benefits and optimizing commissions.
How
much and where is my commission?
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Commissions are determined according to several factors. We would be more than happy to
discuss the commission process with you. Please
call or email us with any
questions or concerns.
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