One Resource Group (ORG) provides back office support for Everence insurance brokerage products. Everence works closely with ORG to provide you the best solutions and products for your clients.
Contracting and licensing
Everence has pre-populated your information into the contracting and licensing database on your behalf. When placing business, you must verify that you are appointed with the carrier.
When new contracting is required:
- Select the contracting and licensing link,
- Select the carrier desired,
- Print the contracting paperwork, and
- Fax (260.918.2097) the contracting paperwork to the ORG licensing team.
Contracting paperwork may be sent with the application for any state that does not require pre-appointment.
Quotes
To run quotes, select the Quote tab on the homepage.
- For term quotes, select the "Run a term life quote" link for a comparison of carriers that will provide the best solution for your client. Print this quote, so you can submit it along with the application.
- For other life, annuity, disability, critical illness and Medicare supplement products, select "Request a quote" to order a quote from ORG'marketing staff.
Carrier and product selection
For assistance with carrier and product selection, contact the following ORG marketing representative(s):
Applications
For applications, select the "Forms" link and print the appropriate application forms. You may send the application packet to One Resource Group via mail, email or fax at 260.969.6715.
For life insurance, please ensure the ORG cover letter is completed, so the ORG team can order the necessary paramed requirements on your behalf.
You may access the "Status" link to follow your pending application throughout the underwriting process and to communicate with your case manager.