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Agent Tools

Access all the tools necessary to manage and  grow your business. 

Quotes

Run quotes in real time

Igo 

Streamline the application process.

Paperless, fast, convenient

Case Status

View pending business. Paid  business and appointment details

Carrier Forms

Access our extenstive forms library for applications, policy service  & new business forms

Licensing
Appointments

New agent licensing paperwork

Alternative Underwriting

Accelerated / lab-free 

underwriting programs

Commissions

View carrier payout schedules and details on accessing the carrier websites for statements

Underwriting

Forms

Policy Service

View carrier policy service phone numbers and email addresses

Preliminary Information &
Authorization Packet

underwriting Guidelines, Build Charts and more...

Access carrier underwriting guidelines, underwriting requirements,  build charts & product features

Annuities

Annuity Desk

860.474.3055

Team@DalyAnnuity.com

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