Ameritas Agent App
With this app, you’ll have quick and easy access to your life insurance and disability income insurance case management.
Key Features
Key Features
Instantly access all fully underwritten life and DI new business cases.*
See in-force activity when there is movement on the contract.
Get quick quotes on Ameritas Value Plus Term life insurance. Enter your client’s information, compare options and calculate estimated coverage – all on the go.
Search all new business cases and in-force activity from one place.
Control which notifications you receive, so you can stay informed without being overwhelmed.
Case Status
Once you open a specific case, detailed status information is displayed:
- Pending Underwriting – Awaiting outstanding requirements. Coverage is pending.
- Pending Issue – Coverage approved by underwriting. Awaiting outstanding issue requirements.
- Ready to Issue – All requirements have been received. Awaiting policy issue.
- Issued Pending Delivery Unpaid – Policy has been issued and mailed. Awaiting outstanding delivery requirements. Premium not paid.
- Issued Pending Delivery Paid – Policy has been issued and mailed. Awaiting outstanding delivery requirements. Premium has been paid.
Ameritas Agent App
Free download
Get started!
To get started, simply search “Ameritas Agent” in the App Store/Play Store on your mobile device. Once the app is installed, log in with the same username and password you use to access Producer Workbench.
Look for ongoing new releases to be pushed to the app as they become available. To get future updates, be sure to download the update or enable automatic updates on your mobile device.
If you have any questions, please contact us at fieldtechnology@ameritas.com or 888-331-2714, Monday – Friday, 7 a.m. – 5 p.m. CT.
* The current release of the app includes new business for fully underwritten life and DI Cornerstone cases (excludes DI Foundation, term conversions, FIOs, SIUL, VUL and FLX products). Please note that delegation is not enabled.