Your digital sales tools
Transamerica Life Illustrator now provides quotes for our Trendsetter® Super and Trendsetter® LB term products. In addition, if offers fully redesigned Living Benefit supplemental reports for Chronic, Critical and Terminal Accelerated Death Benefit Riders on our term and IUL portfolios.
Winning by design
Providing clients with a personalized and seamless sales experience is crucial to earning their business. Here you'll find industry-leading digital tools to help you grow your business.
To access your one-stop shop for all your digital tools, be sure to log in to Agent Home, your launch pad to Life Illustrator, IGo® e-App, portals, and more.
Quick Quotes
In just a few steps, quote coverage that fits your client's budget. Best of all, these tools are available without a login on both your phone or desktop.
Transamerica Life Illustrator
The all-new Transamerica Life Illustrator provides sleek, streamlined reports that are informative, easy to understand, and highly customizable so you can tailor illustrations to meet individual client needs.
Easy on the eyes
A good illustration provides a clear roadmap to purchasing a policy. Check out this sample quote to see how our elevated outputs show your clients how their future policy will meet their personal goals.
How to get started
Follow these simple steps to get access to improved illustrations.
Common solves
We've prepared a simple flyer to get common questions answered for illustration inputs.
Webinar
Register for our exclusive webinar on Transamerica Life Illustrator on July 20.
Miss it? Come back July 21 to check out the replay.
iGO e-App toolkit
The iPipeline® iGO electronic application simplifies the application process and maximizes your efficiency.
Getting started
iGo e-App is compatible with most mobile devices. Access iGo on Agent Home.
Available on iGO
Transamerica Financial Foundation IUL®, Trendsetter® Super Series, Trendsetter® LB, Final Expense Solutions Portfolio, and Transamerica LifetimeSM
Training videos
Watch these videos to navigate the IUL e-app and Final Expense e-App.
DocuSign®
Are your tools keeping up with the speed of business? As part of making it easier to do business with Transamerica, you can now use DocuSign®'s intuitive and transparent e-signature capability for most of our popular final expense outstanding requirement documents. Skip the hassle of obtaining wet signatures and manually uploading forms.
Here is what's new (chart below)
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Final Expense New Business Notifications Updates
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Old Way
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New Way
Type of Notifications
Format and Signing Process
Email Addresses of Sender
Cadence
All new business notifications
Agent receives email with PDF of outstanding new business form. Agent wet signs and obtains wet signature from client, when necessary. Agent returns to Transamerica via mail, fax, or portal upload.
Finalexpensenewbus (finalexpensenewbus@transamerica.com)
Every two weeks until application expires.
Most Popular New Business Forms:
- Agent Report
- Consent to do Business Electronically
- eTerms and Conditions
- HIPAA Authorization (excluding NY)
- Payment Authorization
- Replacement Form
Clients and agents receive email from DocuSign to review and e-sign documents. Only the above mentioned forms will be eligible for DocuSign signature, other forms will still require wet signature. All e-signed forms will automatically be delivered to Transamerica via DocuSign platform.
NB Edelivery via DocuSign (shnbedelivery@transamerica.com)
Can be initiated once. First email triggered with a reminder email to agent/client on Day 7 if there are outstanding signatures. Docusign links expire after 14 days.
eDelivery using DocuSign®
eDelivery uses DocuSign® on the DocFast® platform, making doing business easier for you and your clients.
Knowing where to fish
Find clients where they are. Our prospecting resources provide several strategies spanning social media, direct mail, custom letters, and more.
IMPORTANT INFORMATION
Life insurance issued by Transamerica Life Insurance Company, Cedar Rapids, IA. Not all products available in all jurisdictions.
Not available in MT, NC, GU, FL, LA, MD, NM, WA, PR, DC, IL, MS, OR, UT, VA, NY, or CA.