Agent Tools

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

Quotes

Run quotes in real time

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Igo

Streamline the application process.

Paperless, fast, convenient

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Case Status

View pending business. Paid business and appointment details

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Carrier Forms

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

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Licensing
Appointments

New agent licensing paperwork

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Alternative Underwriting

Accelerated / lab-free

underwriting programs

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Commissions

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

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Underwriting

Forms

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Policy Service

View carrier policy service phone numbers and email addresses

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Preliminary Information &
Authorization Packet

underwriting Guidelines, Build Charts and more...

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

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Annuities

Rebecca Brundage

P: (281) 528.1201

Rebecca.brundage@simplicitygroup.com

Chad Carlile

P: (281) 528.1173

Chad.Carlile@simplicitygroup.com

Drew Morales

P: (281) 528.1631

Drew.morales@simplicitygroup.com

Carrier

Addresses

List of carrier address to send delivery checks directly to the carrier
(please remember to add the policy number in the memo section and send Daly a copy of the check.)

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Agent Tools

Quotes

Igo

Case Status

Carrier Forms

Licensing Appointments

Commissions

Policy Service

Preliminary Information & Authorization Packet

List of carrier address to send delivery checks directly to the carrier (please remember to add the policy number in the memo section and send Daly a copy of the check.)

Licensing
Appointments

Preliminary Information &
Authorization Packet

List of carrier address to send delivery checks directly to the carrier
(please remember to add the policy number in the memo section and send Daly a copy of the check.)