Agent Tools

Quoters and Misc.

• IAI-Online Quoter
• Online IAI Producer Appointment Form
• MDT Death Benefit Schedule
• IAI Online - Refund Calculator
• OOIDA ~ Underwriting Notes

Private Passenger Auto Insurance

• CUIC Quoter Demo
• Utah & Idaho CUIC Private Passenger Auto Policy
• Utah & Idaho Underwriting Guidelines

Ordinary Life Applications

• AUL - American Underwriters Life Insurance Company
  • AUL - Arizona
  • AUL - Colorado
  • AUL - Idaho
  • AUL - Illinois
  • AUL - Indiana
  • AUL - Kansas
  • AUL - Missouri
  • AUL - Louisiana
  • AUL - Montana
  • AUL - Nebraska
  • AUL - Nevada
  • AUL - Oklahoma
  • AUL - Oregon
  • AUL - South Dakota
  • AUL - Utah
  • AUL - Wyoming
• CLA - Century Life Assurance Company
  • CLA - Arkansas
  • CLA - Kansas
  • CLA - Oklahoma
  • CLA - Texas
• GFL - Great Fidelity Life Insurance Company
  • GFL - Idaho
  • GFL - Indiana
  • GFL - Kentucky
  • GFL - Ohio
  • GFL - Texas

HIPAA Medical Authorizations

• AUL - American Underwriters Life
• CLA - Century Life Assurance
• GFL - Great Fidelity Life Insurance

Policyowner Service Change Form

• ACM - American Community Mutual
• AUL - American Underwriters Life
• CLA - Century Life Assurance
• GFL - Great Fidelity Life)

Utah CD Annuity Documents

• AUL - Utah Annuity App
• AUL - CD Annuity Disclosure
• AUL - Other-than-CD Disclosure
• AUL - Authorization to Transfer Funds
• Annuity Suitability Form
• Annuity Buyers Guide
• Replacement Form

Annuity Funds Transfer Form

• AUL - Authorization to Transfer Funds
• CLA - Authorization to Transfer Funds
• GFL - Authorization to Transfer Funds

Annuity Applications

• AUL - Annuity Application
• CLA - Annuity Application
• GFL - Annuity Application
• Kansas Single Premium Deferred Annuity Disclosure
• Georgia Annuity Application

Life and Annuity Replacement Forms

• Multiple State Replacement Form
• Idaho and Nebraska Replacement Form
• Illinois Replacement Form
• Indiana Replacement Form
• Kansas Replacement Form
• Missouri Replacement Form
• Nevada Replacement Form
• Ohio Replacement Form
• Oklahoma Replacement Form - AUL
• Oklahoma Replacement Form - CLA
• Oregon Replacement Form
• Wyoming Replacement Form
• Century Texas Replacement Form
• GFL Texas Replacement Form
• Century Arkansas Replacement Form

Multiple State Form above available for the following states: Arizona, Colorado, Louisiana, Nebraska, Montana, South Dakota and Utah.

Annuity Documents

• AUL - Annuity Disclosure
• CLA - Annuity Disclosure
• GFL - Annuity Disclosure
• AUL - CD Annuity Disclosure
• CLA - CD Annuity Disclosure
• GFL - CD Annuity Disclosure
• Georgia Annuity Disclosure
• CLA - Arkansas Annuity Suitability Form
• Annuity Suitability Form
• Annuity Buyers Guide

Credit Claim Forms

• American Underwriters Disability
• Century Life Disability
• United Fidelity Disability
• American Underwriters Death
• Century Life Death
• United Fidelity Death
• Arizona – American Underwriters Disability
• Arizona – American Underwriters Death