Your digital sales tools
myTransWare℠ will be decommissioned on April 26, and any saved quotes or illustrations will no longer be accessible or available after April 26. To continue providing your clients sleek, streamlined illustrations and quotes that are easy to understand and customizable to individual needs, use Transamerica Life Illustrator. It offers a personalized experience that goes above and beyond. See how easy Transamerica Life Illustrator is to use.
Agent home
Providing clients with a personalized, seamless sales experience is crucial to earning their trust. 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.
Transamerica Life Access
Manage your business more efficiently with Transamerica Life AccessSM. Simply log on directly using the single sign-on experience on Transamerica’s Agent Home page to help save time and track your policies.
Work smarter
Use Life Access to manage your business more efficiently, save time, and track your policies.
Convenience
Read more about the convenience of using Transamerica Life Access.
Life Access video
See how Transamerica Life Access can help you manage your business.
Transamerica Life Illustrator
Our Life Illustrator tool is available for all life insurance products and riders, making selling more efficient than ever. Life Illustrator provides sleek, easy-to- understand reports that are highly customizable so you can tailor fit any illustration or quote to your clients' 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.
Face Amount Solve
- 35 year old male, Preferred Elite with $500 a month premium through age 65
- Increasing death benefit till age 65
- This will not show illustrations for income
Premium Solve
- 35 year old male, Preferred Elite with $500,000 Face amount
- Increasing death benefit till age 65
- This will not show illustrations for income
Desired Face Amount and Premium Solve
- 35 year old female, Preferred Elite
- 500,000 face amount with a $500 a month budget
- Explanation of the Personal Accumulation Strategy
- Split Index options 50/50
- This will not show illustration for income
To view a Life Illustrator Training video in Spanish, click the button below.
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 and free of charge to Transamerica-appointed associates. 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:
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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.