Ethos Agent Playbook

Getting Started as an Agent for Ethos

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Getting Started as an Agent for Ethos Scale your business with our robust agent portal, Ethos Agent Academy training and support whenever you need it!

Get familiar with your portal

1 The portal is already personalized with your company name. 2 These icons let you easily manage your business with Ethos. 3 If you are a licensed life insurance agent, you can generate a quote and send it to your client as a link. 4 All agents can invite clients to apply for a life insurance policy by emailing them their unique agent landing page to get a quote. 5 In the Agent Resource Center, you’ll find a self-serve onboarding program, training videos, and robust sales and marketing materials. 6 You can also click on the Chat bubble at the top of the page.

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