Ethos Agent Playbook

Getting Started as an Agent for Ethos 21

Complete your onboarding

The basics: Go to the portal and click on Settings in the lower-right corner to complete your contact information.

Track the status of your cases

Easily see who is in the quoting process, who has applied and what their status is as well as your overall performance including policies activated and premium dollars.

Get paid

We’ll email you an invitation (from Ethos Technologies Inc, via Routable) to enter your tax information and preferred payment method. We pay commissions as earned, so you’ll be paid at the same frequency as the customer’s premiums. We pay weekly for policy activations that happen on or before the previous Friday, and bonuses monthly. Policies are considered activated once the client enters a payment method that’s successfully processed.

For licensed life insurance agents only

See

for more details. “How Do I Get Paid?”

Contact us

Click “Contact Us” from any page in the agent portal.

Ready to start quoting? Go to the

now! agent portal

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