Agent Checklist
Agent Checklist
As a new member of the Transamerica community, there’s a lot to learn, but don’t be intimidated! Let this page be your guide to learning about our product lineup, getting acquainted with your contacts, learning how to submit cases, and more.
1. Finding your contacts
We operate as a tight knit team to give every agent the upmost advantage. Here you will find valuable contact information spanning master life contacts, important phone numbers, address listings, our professional development team, and more.
TAN contact sheet
TAN professional development team
District office address listings (career agency)
District office speed dial (career agency)
2. Register for Agent Home
Once you have received your agent identification number, register for agent home - your convenient, single point of access to all your Transamerica business tools and portals. No need to remember multiple URLs and passwords, it’s all under one roof!
3. Discover our products
We offer a variety of life insurance solutions to meet a variety of needs. From term, to index universal life (IUL), whole life, and final expense, you’re sure to find the ideal product for your client.
4. Preparing for your first sale
Sales are the lifeblood of your business, and we are here to support you during the entire sales cycle.
New agent webinars
As a new agent you will have access to special webinars to help propel your business forward. There are four webinars in total, one a week, and we're confident you will find value in each as you start your business journey.
Needs analysis tools
Tap into these tools to help understand your clients' needs so you can find the right solution to meet their personal goals.
Learn about underwriting
A good understanding of underwriting can be a difference maker. For an agent, good field underwriting builds credibility with your clients and boosts your reputation in the community as a knowledgeable life insurance advisor.
Running illustrations and submitting cases
The digital selling page is your go-to resource for business at the speed of digital. Learn about a range of selling tools including the online quoting and illustration tool, electronic application, document signing, and policy delivery.
Case management team
A dedicated team designed to keep your business running strong and growing.
Managing your business
Enjoy a consolidated, more transparent book of business with Transamerica Life AccessSM. It’s efficient business management, right at your fingertips.
5. Grow your business
When it comes to connecting with clients and building your business, communication is key. These resources cover communication templates, Social Media tips, and more.
6. Learn about Transamerica
Our mission is simple: To help people live their best lives. We supply agents with the tools, resources, and support they need to build their business, while protecting families for generations to come.