Agent Tools

Agent Tools

Everything you need to succeed, all in one place.

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Training Materials

Other videos:

  • Lasso MSA Training
  • Manhattan Life DVH Training
  • And More...

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Agency CRM & Rate Quoting System

We've partnered with CSG Actuarial to equip you with the best quoting tool in the business.

Medicare Supplement
Medicare Advantage/PDP
Hospital Indemnity
Dental, Vision & Hearing
Final Expense
Pharmacy Search and Save Tool
Agency CRM
Enrollment Tool

Agent Incentives & Reimbursements

Write 20,000 in Production Credits - $175

  • SSBI will reimburse $175 of your Business Expenses EACH TIME you write 20,000 in production credits
  • Your production with ALL the below companies count towards the Expense Reimbursement Program. Please see the next page for examples.
  • The more company appointments you have with SSBI, the easier it is to qualify.
  • This incentive is only available to “street level agents” contracted directly with SSBI.

Extra Bonus

$100 Fast Start Bonus

5 Issued Apps within 30 Days of ANY New Appointment.

$50 Agent Referral

Paid when referred agent writes an app within 30 days

ACA Client Referral

Refer an ACA client and we'll pay you $25 if we write them one app, and $50 if we write them more

Our incentive program is ongoing! Get Paid $175 EACH TIME you write 20,000 in production credits! By using the credits per annual premium multiplier, fill out the transmittal form with policy information and submit. Below are examples on how to qualify!
13 Aetna Med Sup Apps

  • $1,550 Commissionable Premium X .925 = 1,433 Credits
  • 1,433 Credits X 13 Apps = 18,629 Credits

1 Standard Life & Casualty Final Expense App

  • $750 Annual Premium X 2.66 = 1,995 Credits

Total Expense Reimbursement Credits = 20,624

Two Manhattan Life Affordable Choice Apps

  • $4,260 Annual Premium X 2 = 8520 Credits
  • 8,520 Credits X 2 Apps = 17,040 Credits

2 Aetna Lump Sum Cancer App

  • $400 Annual Premium X 4.45 = 1,780 Credits
  • 1,780 Credits X 2 Apps = 3,560 Credits

Total Expense Reimbursement Credits = 20,600

Agent Incentive Transmittal


Only available to agents contracted directly with SSBI at the street level. Agents will receive a 1099 from SSBI when expense reimbursements total over $600 per year. Agents can only request one expense reimbursement at a time on business that issued in the last year. Controlled business is not eligible. Agents are responsible for production reporting. Subject to change. For agent use only. Not for distribution to the general public.

Policy Fees are non-commissionable(with most companies) & Medicare Part B Deductible is non-commissionable

For Agent Use Only