Digital Selling
Digital Selling
As part of our commitment to make it easier to do business with Transamerica, we’ve created a range of tools designed to keep you moving at the speed of digital. The digital sales process starts with Life Illustrator, continues with iGO® e-App, and ends with Policy eDelivery, using DocuSign® on DocFast®.
Illustration and quote tools
You deserve to live your best sales life — and our digital tools are here to help.
Transamerica Life Illustrator
The Transamerica Life Illustrator tool is available for all life insurance products and riders, making selling more efficient than ever. Life Illustrator provides sleek, easy-to- understand reports that are highly customizable so you can tailor illustrations and quotes to meet individual client needs.
Getting started with Life Illustrator
Life Illustrator webinar
Life Illustrator FAQ
Life Illustrator training in Spanish
Policy illustration examples
Personalized, clear, and client friendly — that’s what you get with every Life Illustrator quote. See how our elevated outputs show your clients how their future policy will meet their personal goals.
Common software solve options for IUL illustrations.
Common solves flyer
We prepared a simple flyer to get common questions answered for IUL illustration inputs.
Face amount solve video
- 35-year-old male, Preferred Elite with $500 a month premium through age 65
- Increasing death benefit till age 65
- This will not show illustrations for income
Premium solve video
- 35-year-old male, Preferred Elite with $500,000 face amount
- Increasing death benefit until age 65
- This will not show illustrations for income
Desired face amount and premium solve
- 35-year-old female, Preferred Elite
- $500,000 face amount with a $500 a month budget
- Explanation of the Personal Accumulation Strategy
- Split Index options 50/50
- This will not show illustration for income
Needs analysis and other quote tools
Accurate needs analysis is crucial to providing your clients with customized insurance that meets their needs and budget. To make this easier for you and your clients we have convenient quote and needs analysis tools that can be accessed without even having to log in.
DIME worksheet
Get a quick assessment of your client’s financial situation to help estimate their basic life insurance needs.
Financial needs analysis (FNA) worksheet
Do a comprehensive evaluation of your client's financial situation and needs to help determine the right amount of coverage they require.
Small business fact finder
Use this guide to help design the best solution for your client and their business.
Life policy explorer tool
Determine if term life is the right fit for your client. With this interactive tool, calculate coverage based on your client's lifestyle, home, and family situation while also getting a quote.
Lifesales mobile
Your convenient online resource for running term life quotes and calculating income protection.
Final expense quick quote tool
Speed to business is what you get with the Final Expense quick quote tool. Quickly and easily generate quotes for the Final Expense Solutions products.
Life insurance applications
Access our suite of digital application tools and experience a quicker, smoother sales experience from the start of the application to policy delivery.
iGO e-App
Same great products, new and improved iGO® e-App for all Term and IUL products.*. This enhanced experience reduces the number of touches between you and the client after the application has been submitted, some policies have had cycle time reduced by 8 to 14 days.
*Available in all states excluding CA, FL, NY, SC, and SD.
Get up to speed on the new application experience and set yourself up for success at your next point of sale meeting with quick videos and clickable simulations on new features, including:
eDelivery using DocuSign
Are your tools keeping up with the speed of business? eDelivery uses DocuSign on the DocFast platform, making doing business easier for you and your clients.
Additional agent resources
Managing your business
Effective management of your book of business will make your life easier and can help you stand out from the competition. Learn about our policy servicing tools and how to easily access them to view, track, and manage your book of business.
Communication resources
You and Transamerica products can help your clients live their best life. But, creating awareness of all that you can do for your clients requires communication — and we’re here to help with that. From prospecting letters and direct mail campaigns to prebuilt social media campaigns and meeting resources, it’s easier doing business with us.
Transamerica My Life Access℠
My Life Access is our new customer portal that provides your clients easy access to important policy, payment, and correspondence information while also enabling them to initiate and track policy service requests.