New! Agent portal updates to help grow your business
It’s now simpler than ever to understand quotes, control and view applications, and increase conversions. Go to your agent portal to start using these features.
Check out what's new in this video!
Present the Ethos-recommended quote first
You’ll now see the Ethos-recommended quote that’s most likely to be approved for the customer. This helps you focus your client conversation on the quote that’s most likely to result in a placed policy, rather than seeing all options immediately. Other options will still be displayed below our recommendation.
Show clients cost per day
Your clients can see the cost per day of their quote. They will understand just how affordable life insurance can be, so they’re more likely to activate their policy.
View your estimated earnings
You can see your estimated earnings for the first year of a given policy, so you know just how much you’ll make if you place the policy.
Simpler product naming
We heard your feedback. We've updated our product names to be simple, clear, and distinctive to you and your client. See the new names below.
See application updates in real-time
Check the status of a client’s application change in real-time on the agent portal. You can see exactly what your clients are doing while they’re doing it, and provide help where they need it.
Get the status of an application
See what stage an application is in so you can understand where each of your customers are at all times.
Be better prepared for meetings
Easily look up a client’s details or policy, so you have all the information you need before you get on a call with them or meet them.
See where clients are in the funnel
Get lists of your clients by application stage, policy status, or date range, so you can target your follow-ups for the most impact.
Drive more applications with clearer benefits and an updated client FAQ
With your updated landing page, it’s now easier for your clients to see why Ethos is the best option for them.
Get more inbound contact with more prominent agent contact information
Your name, email, and phone number are now more prominent, so clients can easily reach out with any questions. Share your agent link on your social media, so clients can apply themselves and contact you directly with questions.
Our side-by-side view of product and underwriting information has been expanded to include more product and knockout condition detail.
We hope these features will help you grow your business even further with Ethos!