Agents boost sales with Ethos Agent-Assisted App

Two savvy agents share how they’ve used the new feature to close dozens of new sales.
aaa case study

While many clients enjoy Ethos’ quick online application, some clients need hands-on assistance. Any life-licensed agent can use our Agent-Assisted App as a great way to offer clients a deeper level of consultative service.

Michael Orsini, a Goosehead agent, has seen great results with the tool. “I have completed applications for life insurance on many platforms in the last five years. The application process with Ethos is by far the most simple, efficient solution I have ever experienced.” 

Michael quickly saw the Agent-Assisted App as an opportunity to expand his success. “It’s helped grow my business by allowing me to complete the application process with my client and close more sales.”

According to Khalen Thornton, a Family First Life agent, the Agent-Assisted App makes phone sales a breeze. “The big benefit of the Agent-Assisted App is that it’s easy, straightforward, and we can do it over the phone, which most clients would rather do than do it in person. The convenience has helped increase our client retention.”

Streamlining sales processes

At Ethos, there are multiple ways for agents to sell. For example, agents can market their website link through social, email, advertising, and other channels. Or agents can create a quote for a client using the Quoter in the agent portal and share the quote via email. 

With the Agent-Assisted App, increase phone sales and lend a hand to clients who need extra help with the application. Find the Agent-Assisted App feature in the agent portal and fill out an application while on a call or in a meeting with the client. When the application is complete, the client will receive an email to sign the application and activate their policy. It’s that easy.

It’s a win-win. The client is able to quickly and easily apply for life insurance. Agents save time, have no case management, and get paid!

The results
In the last few months since launching the feature, Michael has activated 35 policies and Khalen has activated 43.

Get a sneak peek of our Agent-Assisted App

Visit the Ethos agent portal to start an application!
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Agents are expected to act within the scope of their license and may not sell, solicit or negotiate life insurance unless licensed in the state. Commissions paid to life licensed agents only. Life licensed agents are eligible for commissions and non-life licensed agents are eligible for referral fees. The information herein is provided solely for educational purposes to provide you with information about products and services offered through Ethos and is not to support the sales, solicitation, and/or negotiation of insurance products except by agents who are validly licensed in the relevant state(s) and appointed by the relevant carrier(s) as necessary. If an applicant has any questions about the terms, conditions, or pricing of any products, please refer them to speak with a licensed agent at Ethos. By partnering with Ethos, you agree to Ethos' Terms & Conditions.*© 2022 Ethos Technologies Inc. Ethos operates in some states as Ethos Life Insurance Services. CA license #0L28949; AR license #100164629. This is an ad. Ethos offers policies issued by the carriers listed at Products and their features may not be available in all states. To help avoid requiring a medical exam, our application asks certain health and lifestyle questions. The information and content provided in this email is for informational purposes only and is not to be considered legal, tax, investment, or financial advice. No contract is formed or amended by this email. 1606 Headway Circle, #9013, Austin, TX 78754.