Carrier Forms Engine

Agency Life Forms is a tool designed to work in conjunction with the Agency Life Quoter. However, it can be a stand-alone product as well. Agencies or BGA’s embed this product into the quote results so when an agent runs a quote and wants to download the PDF version of the carrier forms they only have to click a button to access all the forms required. If an agent knows what they need, they can also access the forms engine directly and simply grab what they need. If we do not have the forms for a specific carrier, the agents have an option to request the forms directly from the Form engine owner (Agency/BGA).

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Product Description

The IXN Carrier Forms Engine is a tool for your agents that gives them access to insurance carrier forms. The Agency Life Forms are embedded into your website or Agent Portal. Your agents can simply log in and access a wide variety of forms: Term, ROP, Disability, GUL, Annuity, and more. Once the agent has selected their desired form, they can preview the form, download the PDF, or email it directly to clients.

List of Carriers We Offer:


  • Allstate Life Insurance Co of New York
  • American General Life Insurance
  • American National Insurance
  • AXA Equitable Life Insurance
  • Banner Life Insurance
  • Centrian Life Insurance
  • Cincinnati Life Insurance
  • Genworth Life and Annuity Insurance Co
  • Grange Life Insurance Company
  • Lincoln Life & Annuity Company of NY
  • Lincoln National Life Insurance Company
  • Minnesota Life Insurance Company
  • North American Co for Life and Health
  • Phoenix Life Insurance
  • Principal Life Insurance
  • Protective Life Insurance Co
  • Pruco Life Insurance Co
  • Prudential Life Insurance Co of New
  • Prudential Life Insurance Co
  • Sagicor Life Insurance Co
  • Savings Bank Life Insurance Co of MA
  • Security Life of Denver Ins Co
  • Symetra Life Insurance Co of Massachusetts
  • Transamerica Financial Life Insurance Co
  • Transamerica Life Insurance Co
  • United States Life Ins in the City of NY
  • Voya (ReliaStar Life Insurance Co)
  • Voya (ReliaStar Life Insurance of NY)
  • William Penn Life Insurance Co of NY

 

Don’t see the forms you need? We can easily get them for you! Just contact our Support Specialist today.

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