Log In

Photo Gallery3

Events
Holiday Dinners
Potlucks

Case Status

Commission Statement Guides

Inforce Policy Owner Service3

Inforce Ledger Instructions
Inforce Policy Service Communication
NIC - Inforce Policy Management

Licensing & Contracting3

AML Requirements
Pre-Appointment States
Producer Setup Packet

New Business6

APS Reimbursement
Carrier Overnight Addresses
Forms
Informal Inquiry – HIPAA
New Business FAQs
Order APS and Exams

Underwriting8

Ask The Underwriter

Carrier Underwriting Guides

Foreign National

No Exam Underwriting Programs

Table Shave & Credit Programs1

Credit Programs

Tobacco Guidelines

Underwriting FAQs

Underwriting Updates

Sales Support9

Carrier Marketing Resources

Overview
Suitability
Underwriting and Mortality Analysis
Existing Coverage
Inforce Servicing

FYI & Carrier Product Updates

Individual Disability Insurance1

Disability Insurance: Request A Quote

Advanced Markets
Business Planning
Estate Planning
Executive Benefits & Qualified Plans
Product Strategies
Retirement Planning
Sales Ideas & Marketing Updates
Social Media / Digital Marketing

Products & Riders6

LTC/Chronic Illness Rider
Quick Guide to Carriers & Products
Rolling Targets
Specialty Riders
Term Conversion
Whole Life Dividend History

Request An Illustration

Resource Sites

Secure File Upload: FTP

Quick Links

Ask The Underwriter
Case Status
E-App
Forms
Individual Disability Insurance
Informal Inquiry
No Exam Underwriting Programs
Quotes
Request An Illustration
Underwriting

WINDSOR INSURANCE ASSOCIATES, INC.
21820 Burbank Blvd.
Ste. 100 South
Woodland Hills, CA 91367-7428

Tel: (800) 410 9890 | Fax: (818) 594 5063

CONTACT US

Producer Setup Packet

You are here:
Home
Services
Licensing & Contracting
Producer Setup Packet

pdf Producer Setup Packet Popular

Published on 22 March 2021

Download (pdf, 1.10 MB)

Producer Setup Packet

Licensing & Contracting

AML Requirements
Pre-Appointment States
Producer Setup Packet

Secure File Upload

Services

E-App
Case Status
Commission Statement Guides
Inforce Policy Owner Service
Licensing & Contracting
New Business
Underwriting

Sales Support

Carrier Marketing Resources
CLEAR
FYI & Carrier Product Updates
Individual Disability Insurance
Marketing
Products & Riders
Quotes
Request An Illustration
Resource Sites

Quick Links

Ask The Underwriter
Case Status
E-App
Forms
Individual Disability Insurance
Informal Inquiry
No Exam Underwriting Programs
Quotes
Request An Illustration
Underwriting

©2024 Windsor Insurance. All Rights Reserved.
Privacy Policy | Terms of Use