AGENT RESOURCES
Agent Compensation Levels
Outlines what each carriers commission levels.
Personal Production Promotion
These guidelines outline what it takes to grow your business or commission level.
Agency & Agent Promotion Guide
These guidelines outline what it takes to grow your business or commission level.
Income Calculator
Use this tool to set and income goal. This tool will give you an idea of what your lead investment will be based on your income goal.
Journey of a Lead
This explains how a lead starts at an A lead and then goes to a B and C lead and the time frame.
LEADS
LEAD TYPE EXPLANATION
LEAD TO INCOME BREAKDOWN
Lead cost varies based on agent level.
LEAD COST
OVERRIDE GUIDE & PRE-APPOINTED STATES
This guide provides details on what states require license to received override commissions and states that require pre-appointment prior to writing applications, click HERE to download.
Request Access to Equis Lead System (OPT)
OPT is the software program used by Equis to manage our lead program.
After you have completed the Surancebay emails you should request access to OPT.
After you have received the "Verified" email from Equis, you are ready to start buying leads.
HOW TO PURCHASE LEADS IN OPT.
* TIP - Start Selling Now!
You can start writing business as soon as you complete the Surancebay emails referenced above.
You do NOT need writing numbers from the carriers to submit business in most states.
Review the pre-appointment states
