Getting Started as an Agent for Ethos
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Promoting Ethos You are welcome to promote Ethos life insurance in any way you want: by phone, on your website, via emails or social media, such as Facebook or LinkedIn. But it’s important that you follow a few rules when doing so.
• Always be honest, accurate, and transparent. • Follow our legal and compliance guidelines. • Use our marketing materials, or if producing your own: • Before using them, submit your marketing materials to Ethos using this online approval form . • State that products are not available in all states. • Never make disparaging statements about another insurer or its products. • Only use statistics that are recent and relevant, with clearly identified sources.
Rules and regulations
Make each email personal Instead of sending mass “auto-comm” emails that can end up in spam, take the time to personalize each email to your prospects. Also, make sure each has a footer that includes your or your agency’s full name, address, “This is an ad,” and an “Unsubscribe” link. Get permission before texting or calling Calling or sending text messages can be a great way to contact clients or prospects. However, you’ll need their written permission first. If they opt out by responding with “unsubscribe,” “stop,” “don’t contact me,” or something similar, you must immediately stop contacting that client. Maintain your own “Do Not Contact” list to ensure you keep track of any customer opt-outs. Cross-check your list against federal and relevant state Do Not Call/ Contact lists. Use ready-made client materials You can find updated, client-approved materials that are ready for you to use and share on the agent portal.
Tips for communicating with clients
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