Life

Life
Disability
Long Term Care
Annuity

Quoting a Case Through GPAgency

We have something for everyone, so you’ll never have to tell a client that you can’t help them.
We want to convert your opportunities to sales as quickly as possible.
We’ll work with you from quote through policy issue, and provide policy service support as needed.
Our carrier relationships, direct access to their underwriters, and industry expertise enable us to view cases from multiple perspectives to design the best solution for your clients.

Life Insurance Quoting Tools

As a registered user of our website, you can access these tools 24/7 to assess a case, generate an NAIC compliant quote, and submit an application electronically.

LifePipe Quick Quote	>FAST quotes through iPipeline for Term & GUL. Email quote, submit iGO eApp or request Drop Ticket.
WinFlex Illustrations	>Run product quotes, including permanent, complete with NAIC compliant illustrations.
Informal Quote Request	>Let us identify competitive, potential solutions for your high-value cases — email this form to melinda@gpagency.com.

PLEASE NOTE: Not all our carriers subscribe to these quoting tools. Contact us if you need assistance obtaining a quote with a carrier not featured: (919) 834-7937 or contact melinda@gpagency.com (she will connect you to one or our internal brokerage managers.)

Helpful Data Collection Tools

Pre-App Form (fillable)
(We designed this generic app based on the information requested by our carriers. Our app should cover about 99% of what is requested by a specific carrier.)
Pre-App Form with HIPAA Form (fillable)
Prescreening Guide for Life Insurance (fillable)

Note: You need to download the form for the fillable fields to activate.

Three Essential Pieces of Information When Quoting DI

1. Occupation: assess the level of risk associated with the job
2. Medical History: determine ability to obtain coverage
3. Income: key to determining right maximum benefit amount

Fillable DI Assessment PDF Email the completed PDF to Melinda@gpagency.com.

OR Submit Your Request Directly

Request a Disability Quote

Broker Information
Agent Name
First Last
Email
Phone
Resident State
Prospect Information
Name
First Last
Birthdate
Gender
- Male
- Female
State of Residence
State Written In
Occupation
Employment Status
- Salary Employee
- Sole Proprietor
- LLC/Partnership
- S-Corp Owner
- C-Corp Owner
Length of Time in Role
Specific Duties and % of Time Per Week Performing
Prospect's Annual Net Income - Current Year & Previous 2 Calendar Years
Any Other DI Coverage in Force?
- Yes
- No
Amount of Group DI in Place?
Amount of Individual DI in Place?
Medical History
Height
Weight
Tobacco Use In Past 12 Months:
- None
- Cigarettes
- Cigar
- Pipe
- Smokeless
- Nicotine Patch, Gum or Inhaler
Current or Date of Last Use:
Currently Taking Medications?
- Yes
- No
List Medications/Dosage
Check If History of:
- Neck or Back Disorders
- Mental/Nervous Conditions
- Diabetes
- High Cholesterol
- Hypertension
- Not Applicable
Provide Details on Items Checked
In Last 5 Years, Seen:
- Physician
- Chiropractor
- Counselor/Psychiatrist
- Not Applicable
Provide Details on Items Checked
Are You pregnant?
- Yes
- No
Additional comments, health concerns or benefits?

StrateCision is for agents who regularly sell long-term care insurance. It will provide an immediate quote that you can save as PDF. You must be a registered with GPAgency’s website to access.

Use the StrateCision tool to:

Get quotes for a single client or a couple for all current stand-alone (traditional) LTC insurance policies.
Choose levels for all benefits, including special riders unique to the policy.
Create single or comparative proposals.
Show additional illustrations such as cost of waiting, how inflation protection increases benefits, and alternative premium tables.
Quotes are state-specific and designed to mirror those of the carriers’ software.

If you don’t regularly sell LTC insurance, please:
> Click on button for a fillable LTC Assessment Form (email to marshall@gpagency.com) for a quote.
LTC Prequal Form

OR,

> Complete the online form below. Our LTC Sales Director, Marshall Clement, will prepare a quote for you.

If you have questions, contact Marshall at marshall@gpagency.com or 336-339-0593.

Long Term Care Quote Request

Agent Name
First Last
Email
Phone
Resident State
Client Information
Client Name
First Last
Date of Birth
MM slash DD slash YYYY
State of Residence
Risk Class
- Best
- 2nd Best
- Rated
Height
Weight
Has applicant ever used tobacco in the last 5 years?
- Yes
- No
Specify type & date of last use
Medications taken in last 12 months
Name of Prescription & Reason for Taking:
Medical History
Include All Specialists Seen in the Last 5 Years:
Spouse/Partner Name
First Last
Spouse/Partner Date of Birth
MM slash DD slash YYYY
State of Residence
Spouse/Partner risk class
- Best
- 2nd Best
- Rated
Height
Weight
Has applicant ever used tobacco in the last 12 months?
- Yes
- No
Specify type & date of last use
Spouse/Partner medications taken in last 12 months
Name of Prescription & Reason for Taking
Spouse/Partner Medical History
Include All Specialists Seen in Last 5 Years
Benefit Amount
Is this benefit amount:
- Daily
- Monthly
Marital Status
- Married
- Single/Divorced/Widowed
- Same Generation Living Together at Least 2 Years
Elimination Period (days)
- 0
- 90
- 180
- 365
Benefit Period (years)
Inflation
Home Care
- 50%
- 75%
- 100%
Non-Forfeiture Benefit Rider
- Yes
- No
Waiver of Home Care EP Rider? (Day 1 HHC)
- Yes
- No
Joint Waiver of Premium, if available?
- Yes
- No
Shared Care
- Yes
- No
Payment Mode Options
Accelerated Payment Options
- 10-Pay
- Single-Pay
- Life Pay
Are you in competition for this case?
- Yes
- No
Approximate Net Worth?
Approximate Annual Income?
Carrier Preferences
- Mutual of Omaha
- National Guardian Life (NGL)
- Thrivent
If Applicant Owns a Business, Indicate Type:
- C-Corp
- Pass-Thru Entity (S-Corp, LLC, Partnership, Sole Proprietor, Self-Employed)
Comments

If you register with our website site, you can review Fixed and Multi-Year Guaranteed annuity options online. (To register, click on Producer Login.) You can also submit the form below for an annuity quote.

Request an Annuity Quote

Broker Information
Agent Name*
First Last
Phone*
Email*
Annuitant
Name
First Last
Birthdate
MM slash DD slash YYYY
Gender
- Male
- Female
Joint Annuitant
Name
First Last
Birthdate
MM slash DD slash YYYY
Gender
- Male
- Female
Annuity
Insurance Company Preference, if any
State of Issue
Tax Qualified
- Yes
- No
Premium Amount
Primary Objective
If Income is the primary objective, in how many years will distributions begin?
Income Preference
If Select Period is chosen, how many years?
Additional Information
Please list any additional comments, health concerns or competition information that will assist us in properly preparing your quote.

Tight on time? For a $50 fee per case, we will complete your client’s application on your behalf.

Click for GPEZ Concierge Service

IMPORTANT: For quotes, please have your client’s DATE OF BIRTH, not just his/her age. Most insurers calculate rates based on age to nearest birthday, i.e. if their next birthday is closer than their last, their rate may be based on the higher age.

What to Expect with eSignature?

Click HERE.

Life

Life
Disability
Long Term Care
Annuity

Quoting a Case Through GPAgency

We want to convert your opportunities to sales as quickly as possible.
We’ll work with you from quote through policy issue, and provide policy service support as needed.
Our carrier relationships, direct access to their underwriters, and industry expertise enable us to view cases from multiple perspectives to design the best solution for your clients.

Most agents contact us directly for assistance, especially if your client has any potential underwriting concerns (health, avocation, age, etc.). Call us (919) 834-7937 | (800) 283-8376, or email melinda@gpagency.com (she will direct your inquiry to one of our brokerage managers).

Life Insurance Quoting Tools

As a registered user of our website, you can access these tools 24/7 to assess a case, generate an NAIC compliant quote, and submit an application electronically.

LifePipe Quick Quote	>FAST quotes through iPipeline for Term & GUL. Email quote, submit iGO eApp or request Drop Ticket.
WinFlex Illustrations	>Run permanent quotes complete with NAIC compliant illustrations.
Informal Quote Request	>Let us identify competitive, potential solutions for your high-value cases – email this form to melinda@gpagency.com.

Helpful Data Collection Tools

Pre-App Form (fillable)
Pre-App Form with HIPAA Form (fillable)
Prescreening Guide for Life Insurance (fillable)

Note: You need to download the form for the fillable fields to activate.

Three Essential Pieces of Information When Quoting DI

1. Occupation: assess the level of risk associated with the job
2. Medical History: determine ability to obtain coverage
3. Income: key to determining right maximum benefit amount

Fillable DI Assessment PDF Email completed PDF to Melinda@gpagency.com.

OR Submit Your Request Directly

Request a Disability Quote

Broker Information
Agent Name
First Last
Email
Phone
Resident State
Prospect Information
Name
First Last
Birthdate
Gender
- Male
- Female
State of Residence
State Written In
Occupation
Employment Status
- Salary Employee
- Sole Proprietor
- LLC/Partnership
- S-Corp Owner
- C-Corp Owner
Length of Time in Role
Specific Duties and % of Time Per Week Performing
Prospect's Annual Net Income - Current Year & Previous 2 Calendar Years
Any Other DI Coverage in Force?
- Yes
- No
Amount of Group DI in Place?
Amount of Individual DI in Place?
Medical History
Height
Weight
Tobacco Use In Past 12 Months:
- None
- Cigarettes
- Cigar
- Pipe
- Smokeless
- Nicotine Patch, Gum or Inhaler
Current or Date of Last Use:
Currently Taking Medications?
- Yes
- No
List Medications/Dosage
Check If History of:
- Neck or Back Disorders
- Mental/Nervous Conditions
- Diabetes
- High Cholesterol
- Hypertension
- Not Applicable
Provide Details on Items Checked
In Last 5 Years, Seen:
- Physician
- Chiropractor
- Counselor/Psychiatrist
- Not Applicable
Provide Details on Items Checked
Are You pregnant?
- Yes
- No
Additional comments, health concerns or benefits?

StrateCision is for agents who regularly sell long-term care insurance. It will provide an immediate quote that you can save as PDF. You must be a registered with GPAgency’s website to access.

Use the StrateCision tool to:

Get quotes for a single client or a couple for all current stand-alone (traditional) LTC insurance policies.
Choose levels for all benefits, including special riders unique to the policy.
Create single or comparative proposals.
Show additional illustrations such as cost of waiting, how inflation protection increases benefits, and alternative premium tables.
Quotes are state-specific and designed to mirror those of the carriers’ software.

If you don’t regularly sell LTC insurance, please:
> Click on button for a fillable LTC Assessment Form (email to marshall@gpagency.com) for a quote.
LTC Prequal Form

OR,

> Complete the online form below. Our LTC Sales Director, Marshall Clement, will prepare a quote for you.

If you have questions, contact Marshall at marshall@gpagency.com or 336-339-0593.

Long Term Care Quote Request

Agent Name
First Last
Email
Phone
Resident State
Client Information
Client Name
First Last
Date of Birth
MM slash DD slash YYYY
State of Residence
Risk Class
- Best
- 2nd Best
- Rated
Height
Weight
Has applicant ever used tobacco in the last 5 years?
- Yes
- No
Specify type & date of last use
Medications taken in last 12 months
Name of Prescription & Reason for Taking:
Medical History
Include All Specialists Seen in the Last 5 Years:
Spouse/Partner Name
First Last
Spouse/Partner Date of Birth
MM slash DD slash YYYY
State of Residence
Spouse/Partner risk class
- Best
- 2nd Best
- Rated
Height
Weight
Has applicant ever used tobacco in the last 12 months?
- Yes
- No
Specify type & date of last use
Spouse/Partner medications taken in last 12 months
Name of Prescription & Reason for Taking
Spouse/Partner Medical History
Include All Specialists Seen in Last 5 Years
Benefit Amount
Is this benefit amount:
- Daily
- Monthly
Marital Status
- Married
- Single/Divorced/Widowed
- Same Generation Living Together at Least 2 Years
Elimination Period (days)
- 0
- 90
- 180
- 365
Benefit Period (years)
Inflation
Home Care
- 50%
- 75%
- 100%
Non-Forfeiture Benefit Rider
- Yes
- No
Waiver of Home Care EP Rider? (Day 1 HHC)
- Yes
- No
Joint Waiver of Premium, if available?
- Yes
- No
Shared Care
- Yes
- No
Payment Mode Options
Accelerated Payment Options
- 10-Pay
- Single-Pay
- Life Pay
Are you in competition for this case?
- Yes
- No
Approximate Net Worth?
Approximate Annual Income?
Carrier Preferences
- Mutual of Omaha
- National Guardian Life (NGL)
- Thrivent
If Applicant Owns a Business, Indicate Type:
- C-Corp
- Pass-Thru Entity (S-Corp, LLC, Partnership, Sole Proprietor, Self-Employed)
Comments

Request an Annuity Quote

Broker Information
Agent Name*
First Last
Phone*
Email*
Annuitant
Name
First Last
Birthdate
MM slash DD slash YYYY
Gender
- Male
- Female
Joint Annuitant
Name
First Last
Birthdate
MM slash DD slash YYYY
Gender
- Male
- Female
Annuity
Insurance Company Preference, if any
State of Issue
Tax Qualified
- Yes
- No
Premium Amount
Primary Objective
If Income is the primary objective, in how many years will distributions begin?
Income Preference
If Select Period is chosen, how many years?
Additional Information
Please list any additional comments, health concerns or competition information that will assist us in properly preparing your quote.

GPEZ Concierge Service (click to learn more)

Tight on time? For a $50 fee per case, we will complete your client’s application on your behalf.

iGO iPipeline Drop Tickets Update: Text Reminders Now Available

iPipeline now includes TCPA language which allows the agent to select ‘cell’ when imputing the applicant’s telephone number. Choosing ‘yes’ will allow text (SMS) notifications to be sent to your client reminding them to complete the online application.