Weekly recap
This communication piece was sent to agents: Weekly agent newsletter
New Social Security Requirements
Beginning April 1, 2024, agents will be required to provide the Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) for all new Final Expense and Health insurance applicants. This requirement will help streamline the application process by improving instant-decisioning and straight-through processing. SSNs and ITINs are a reliable and universal way to verify a person’s identity and will allow us to determine if someone already has coverage while reducing the number of duplicate accounts. We’ll also be able to properly identify household discount allocation for customers with multiple policies and verify coverage threshold.
If you have any questions, please contact our Agent Sales Support at 866.252.5594, option 2, Monday–Friday, from 7:30 a.m. to 5 p.m. Central time.
New payment options start March 1
We want to make sure our agents are well prepared for persisting business and well protected from chargebacks too. To eliminate clients’ unhonored payments caused by card failures and to keep your hard-earned business on the books, we’ve updated our payment options.
As of March 1, we are only accepting valid automatic bank drafts for Final Expense initial payments and no longer accept credit cards, debit cards, and Direct Express card payments during the application process. That’s because MyEnroller® can instantly validate bank account information to protect your sales.
Customers who are currently making payments via credit cards, debit cards, and Direct Express card payments will continue as they are today.
If you have any questions, please contact our Agent Sales Support at 866.252.5594, option 2, Monday–Friday, from 7:30 a.m. to 5 p.m. Central time or email feagentsupport@wellabe.com.
Quality business gets you well rewarded.
When you’re in sales, it’s easy to focus solely on the quantity of business you’re generating. But concentrating on the quality of your business is just as important for your bottom line and for building client relationships. When you prioritize quality business, Wellabe recognizes and rewards you. Explore the following tools to help you keep your business in good shape.
Watch this video to learn why your quality of business matters.
Analyze your stats on the Quality and Incentive report.
Be well rewarded.
To thank your downline for writing quality business, we created the Be Well Rewarded incentive.
Life agent portal:
Access to resources 24/7 March 19 at 3 p.m. Central time
Wellabe’s agent portal provides access to a variety of resources, reports, and marketing materials. Join us to learn all about what makes Wellabe’s agent portal your best resource.
Enrollments made easy with MyEnroller.
March 20 at 11 a.m. Central time
We understand how important you are to our business and how you need industry-leading technology and tools to be successful. MyEnroller makes it easy to quote Wellabe’s products and enroll your clients all in one convenient place.
Questions?
If you need assistance, please call Agent Sales Support at 866-252-5594, option 2, Monday–Friday, from 7:30 a.m. to 5 p.m. Central time or email feagentsupport@wellabe.com.
The information on this website is for agent use only and not intended for the general public.
