Licensed life agents only. Agents are required to act within the scope of their license. Commissions are payable to licensed life insurance agents only. Do not distribute.
Payment
Portal Status
What does this mean?
What actions can you take?
Initial Premium Failed
The initial premium payment failed. Payment information must be updated to issue the policy.
Contact your client and help them update their billing information so the policy can be issued.
Unissued Inital Premium Failed
The initial premium payment failed. Payment information must be updated to issue the policy.
Contact your client and help them update their billing information so the policy can be issued.
Unissued Inital Premium Reversed
Carrier notified us that the initial premium payment failed and the policy has been unissued.
Contact your client and see if you can help them with a new application.
Policy application is closed due to no payment collected within 30 days.
Contact your client and see if you can help them with a new application.
Not Taken Initial Premium Failed
Terminated
Portal Status
What does this mean?
What actions can you take?
Not Taken
The initial premium was never received or the policy was not accepted by the client.
Work with your client to start a new application.
L ate Off er Period
The policy has terminated due to lack of payment. H owever the carrier will reinstate the coverage automatically if the payment is received prior to the end of the Late Off er Period.
Contact the client immediately and help them update their billing information.
U ni ssu ed
Portal Status
What does this mean?
What actions can you take?
Unissued
This policy is in process of being reissued with new contract terms. This typically happens when the policy owner wants to make a change within the free look period without reapplying.
N o action required.
U n k n ow n
Portal Status
What does this mean?
What actions can you take?
Unkno w n
This status could indicate an unusual error.
E mail or call (415) 797- 0 864 for help !
ethosforagent@getethos.com
TruStage TM I nsurance products and programs are made available through TruStage F inancial G roup , I nc. Life insurance is issued by C MFG Life I nsurance Company. The insurance o ff ered is not a deposit , and is not federally insured , sold or guaranteed by any depository institution . GEN-5592875 . 1- 03 2 3 - 0 425
2 0 25 0 9E T H-164 0
agents@getethos.com
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