Ethos Leads Guide (FFL)

Frequently Asked Questions

How does Ethos ensure I get attribution for activation of an Ethos policy? Best practice is to call leads several times before sending your agent website link. If you send the link, let them know that they should call you to finish the application together on the phone. Use the Agent-Assisted App to ensure you get credit for the sale. Do I have to sell these leads a policy through Ethos? We always recommend providing the best option for your clients. You can use Ethos or other carriers that are contracted with your agency. These leads have already started an application through Ethos, so you can likely sell a policy faster by helping them complete our application. We offer instant approval for 95% of applicants with no medical exam.* How long are these leads exclusive to me? These leads are exclusive for 30 days. The time to act is now! If you sell a policy to your lead, follow the current process to disposition your lead in the Integrity Lead Center so it will not be resold. W here do these leads come from? All Ethos leads are sourced from our direct-to-consumer business. This means that a customer went directly to our website to apply for life insurance. N one of our leads are sourced from agents.

How do I know when there are new leads in my area? Sign up for alerts in the Integrity Lead Center.

Whenever new inventory is added to a specific zip code, you’ll

be the first to know!

* J ust a few health q uestion s

Always follow applicable law ( such as the TC P A and CA N/ S P A M) when communicating with prospective customers. Check out our Compliance G uidelines for further information .

Agents are expected to act within the scope of their license and may not sell, solicit or negotiate life insurance unless licensed in the state. Commissions paid to life licensed agents only. Life licensed agents are eligible for commissions and non-life licensed agents are eligible for referral fees . The information herein is provided solely for educational purposes to provide you with information about products and services offered through Ethos and is not to support the sales, solicitation, and / or negotiation of insurance products except by agents who are validly licensed in the relevant state ( s ) and appointed by the relevant carrier ( s ) as necessary. If an applicant has any q uestions about the terms, conditions, or pricing of any products, please refer them to speak with a licensed agent at Ethos. By working with Ethos, you agree to Ethos ' Terms & Conditions . © 2 0 2 3 Ethos Technologies Inc. Ethos operates in some states as Ethos Life Insurance Services. CA license # 0L 28 9 4 9 ; A R license #1 00 16462 9. This is an ad. Ethos offers policies issued by the carriers listed at www.ethoslife.com / carriers. P roducts and their features may not be available in all states. To help avoid re q uiring a medical exam, our application asks certain health and lifestyle q uestions. The information and content provided is for informational purposes only and is not to be considered legal, tax, investment, or financial advice.

16 0 6 H eadway Circle # 90 1 3, Austin, T X 787 5 4

Page 1 Page 2

Made with FlippingBook - professional solution for displaying marketing and sales documents online