Agents’ Portal now on WPA website!
To all William Penn Association agents and managers:
Today we are pleased to announce an addition to the William Penn website:
Introducing the AGENT’S PORTAL! You can access the portal by going to www.wpalife.org and clicking on the agents’ tab on the right side of the top toolbar, or by clicking the following link: http://www.wpalife.org/ar/
You will then be asked for a password – the password is @g3nts709 – please be sure to enter it exactly as it appears. (cut and paste if necessary)
Once in the Agent’s Portal you’ll have access to our training videos, archived webinars, home office contact list (by department and duties), the SPWL illustration software and the last few articles from our monthly publication, William Penn Life. Soon you will also have full access to the Sales Manual and in the near future – access to all forms and documents by state. (That part of the site is still under construction until final approval is given our new applications and all forms have been updated).
The initial rollout includes our new agent training that is separated into 3 separate videos, so agents and managers can watch them at their leisure, or as many times as necessary. The first video reviews the William Penn history, culture and financial positions. The second video focuses on our product line, rate calculations and special underwriting offers. The third video reviews our underwriting limits, policies and procedures, completing the application and compensation overview. Need a refresher on the Senior Special or Almost Guaranteed Issue offer? Watch video 2! Want to review our underwriting limits? Watch video 3!
In the coming weeks we’ll be adding our marketing brochures and “product specific” videos on the Single Premium Whole Life, Senior Special, Almost Guaranteed Issue plans and Annuities (to name a few) – for a deeper dive into those specific offerings.