Sales Tools

Your Success Starts Here

If your general agent partners with us, you can get exclusive access to sales tools and resources to help you grow your business.

IDI Producer Resources Site

Ask your general agent for access to the IDI Producer Resources site.

Here are some of the sales tools and resources you'll find.

Reference Product Guide

Find product information, underwriting guidelines, occupation classes and more.

Competitor Comparisons

See how Platinum Advantage compares to competitor products.

Marketing Materials

Find marketing materials, sales aids and guides.

Applications and Forms

Access our online application software or download state-specific forms for new and existing clients.

Medical Exams

View contracted paramedical services vendors for exams.

IDI Connect

Read articles to keep up to date on industry and company information.

Secure Login

Your general agent can also help with granting you access to secure software and information.

Producers can log in to access the following.

Illustrations

Access illustration software to generate quotes and manage your cases.

eApp

Start an online application with easy fill-and-sign features for your clients.

Policy Inquiry

View details on pending new business and in-force policies, including Guaranteed Standard Issue policies.

Commissions

View your commission statements and change delivery options.

Income Protection Calculator

Use this simple calculator to help clients understand income protection gaps and opportunities for disability coverage.

Need Access to Sales Tools?
Your general agent can help with creating a secure account or with accessing sales resources.