Welcome to Special Service Agency, Inc.
Serving Financial Professionals for over 30 years
This is the place where you can get all that you need, from applications and forms to product information and industry news. By clicking on the Agent Resources section, you can get appointed, research products, run or request quotes and download forms and applications.
We are here to serve you.
If there is something you do not see on the website, or if you would like to discuss a case with someone, our staff is available during regular business hours. Do not hesitate to contact us with any questions or requests. Our toll free number is 800-552-3435 or you can email us by clicking here. We look forward to having a long and prosperous business partnership with you.
QUICK QUOTES - If you have a client with less than perfect health, we can help you get it right the first time. Not everyone can get a preferred rating in life insurance, but the best way to make sure you have the most realistic quote for them. You can prescreen and let us run a Quick Quote before you take an application.
Special Service Agency can Quick Quote your case by presenting clients details to all of our life partners to see where the case best fits. Then we can provide a confident and tentative rating class and premium based on the information provided. Just click the banner below for the Quick Quote Questionnaire. It is a simple one page questionnaire you can fill out quickly with your client. We'll then do the rest.
Special Service Agency also has access to a library of more detailed questionnaires for situations where more details will be needed, such as Diabetes, Prostate or Breast Cancer, Coronary Artery Disease, or Aviation. Just give us a call and we can provide any number of questionnaires to help place your client's life business the right way the first time.
Check out our Social Media Pages!
For updated news and information, please consider Liking us on Facebook and following us on Twitter. A listing of our e-blasts and announcements will appear there for your information.
JOHN HANCOCK BUSINESS VALUATION CALCULATOR
John Hancock is offering a valuable tool in helping determine coverage for business insurance. The Business Valuation Calculator helps you determine the value of your client's business in relation to determining the proper amount of insurance to sell. Your clients will be able to see and plan future events that can affect the future of a business. These events include death, retirement of key members, buy/sell agreements, and estate taxes.
Click here to access JH SalesNet. Registration is required.
AMERICAN GENERAL ADVANCED MARKETS: American General has provided a useful tool that gives agents access to various concept presentations, reference libraries, market training, and specimen documents. Here is the link to get to their site.
ELECTRONIC APPLICATIONS: Please also check out our Electronics Applications tab for more details on processing your smaller business. Via electronic processing, we are able to help you reduce cycle time on your business with smaller face amounts, reduce errors, and get paid more quickly.
PARTNERSHIP TRAINING: If you plan on having Long Term Care as part of your portfolio of products, be aware that you MUST be Partnership Certified to sell these products. Make sure you have taken the 8-hour NAIC Partnership Training Course. If you have already taken the 8-hour course, keep in mind you must take the 4-hour refresher course within two years of completing the initial course. 4 and 8-Hour Partnership Training online.
ANTI-MONEY LAUNDERING: We are starting to get notifications from several of our carriers that producers will now be required to have AML training if they plan to sell any Universal or Whole Life products. You must have this training and any refresher that has been offered. CLICK HERE for AML training or to see if you have any updates that need to be completed.
Special Service Agency, Inc. Disclaimer: This website, and all of its contents here under are strictly for the use of AGENTS LICENSED WITH Special Service Agency, Inc. This site is NOT FOR CONSUMER USE. The materials contained in this site are based on information made available to Special Service Agency, Inc. by the insurance companies we are contracted with as well as third party insurance information providers. The purpose of the information provided on this site is to provide Special Service Agency, Inc. agents with a quick guide to products and services available at Special Service Agency, Inc. While Special Service Agency, Inc. makes every effort to maintain the accuracy of information provided on this site, we DO NOT GUARANTEE the accuracy of information provided on this site and are NOT RESPONSIBLE FOR ERRORS AND OMISSIONS. All information should be verified with Special Service Agency, Inc. by the Agent before use with the public.