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New Agent Quick Reference Guide
Tools & Resources to Help You Sell

 

Welcome to North American Company. Whether you are a newly contracted agent or you've been
with us for years, you'll find several resources listed here to help you move your business forward.


Click Here... North American New Agent Process
Learn more about the process a new agent goes through when becoming appointed with us!
This includes the information you will receive from North American, useful contact information,
important directions for doing business with us, and the process of getting your cases paid fast.


View as PDF


Contact Us Image

Office Hours (All locations)
Monday - Thursday 7:30 am - 5:00 pm CST
Fridays: 7:30 am - 12:30 pm CST


LIFE DIVISION

Contracting, Licensing, & Commissions
Contact Information


New Business Teams
To find your assigned team, call (800) 800-3656 Ext. 10411 or
email salessupport@nacolah.com.


Contact Information
Emerald Team
Ruby Team
Sapphire Team


Overnight Mail:
North American Company
One Sammons Plaza
Sioux Falls, SD 57193-0001


Regular Mail:
North American Company
PO Box 5089
Sioux Falls, SD 57117-5089


Policy Services
(877) 872-0757 (in force business)
Contact Information


Life Administration
Contact Information


Sales Development (Life Insurance)
(800) 800-3656, ext. 10411
Email: salessupport@nacolah.com
Contact Information


ANNUITY DIVISION


Sales Support (Annuities): (866) 322-7066 Ext. 35600
Website: www.nacannuity.com
Email: NAnnuities@SFGMembers.com


North American Annuities
4350 Westown Parkway
West Des Moines, IA 50266


Competitive Product Portfolio
View our full, competitive product portfolio @ A Glance.


Indexed Universal Life Insurance (IUL)
You'll find that North American's indexed universal life insurance product portfolio is one of the
best in the industry. View performance history along with current performance and rates.

Index Performance History
Current Index Performance
Current Rates


Life Insurance 101

Sharpen your life insurance knowledge with North American's Agent Guide to Life Insurance.
Whether you are new to the industry or a seasoned pro, this guide will help you: understand the
IRS rules for life insurance, become familiar with industry terminology, learn about our product
portfolio and discover the strength of our indexed universal life insurance crediting methods.
Click and learn today!

Agent Guide to Life Insurance

See what product suits your client's needs best by using our Product Wizard.


Sales Concepts
Help grow your sales with North American's sales concept kits.

Sales Concepts


Underwriting
North American takes a fast, fair, and consistent approach to underwriting.
Take a moment to review our guidelines to help ensure your cases are processed efficiently.

Underwriting Guidelines


Get up-to-speed fast with North American's informative Webinars. We host seven each
month—all held at 10:00 am CST.


1st Wednesday: Product Features & Hot Spots
2nd Wednesday: Software Tips & Hints
3rd Wednesday: Understanding IUL


1st Thursday: Using a Life Insurance Strategy to Supplement Retirement
2nd Thursday: Policy Review Strategies to Help You Increase Your Sales
3rd Thursday: Utilize Insmark to Close More Sales
4th Thursday: Discover Business Sales Ideas Using Life Insurance


Click Here to register for these upcoming webinars.


Check out North American Company's Recorded Presentations

Learn all of the unique case designs North American Company has created for you to use.
Take advantage of the following recorded presentations that will help you close more sales!


Directions to view the presentations

  • Click on the links below and press "PLAYBACK" when the new screen opens

Recorded Webinars:

New Agent?


Product & Software Videos:



De-Mystifying Indexed Universal Life Products:


45 minute "Sales Concept" Videos


5 minutes or less "How To" Videos:


You'll find tools, resources, and information on North American's Producer's InfoNet®
at www.producersinfonet.com.


Visit: www.producersinfonet.com
Username: Enter your Agent Code
Password: Last four digits of your social security number


Items Available Online

Software Download: North American Company Illustration Software (NACIS)

  • Access "Sales Support" on the top navigational bar, select "Life Illustrations,"
    and click "Software Download."
  • There are four Software Download Options: You should select Software or Software with Forms.
  • Save it to your desktop (this will download the software to your desktop).
  • Go to your desktop, locate the install icon, and follow the instructions (this will
    install the software on your computer and put the NACIS icon on your desktop).

To request a CD of the software, call our Sales Development team at
(800) 800-3656 Ext. 10411 or email salessupport@nacolah.com.


Applications:

  • Under "My InfoNet" on the top right of the navigational bar, Select "Forms Factory."
  • Select "Forms Kit."
  • Select "New Business" followed by "Traditional Underwriting," and click Submit.
  • Check the desired product and then arrow over the applicable state, then press
    submit at the bottom.
  • Click on the blue hyperlink that appears on the next page.
  • This will open up all available forms. The forms that are already checked are required
    for that product and state.
  • Other forms are supplemental (if applicable).
  • Once you have selected the desired forms, click on "View Selected Forms" at the
    bottom of the page.
  • The forms will open up in Adobe Reader.

You can also order paper applications by contacting our Sales Development team
at (800) 800-3656 Ext. 10411 or email salessupport@nacolah.com.


Check Your Pending Case Status:

  • Under "My InfoNet" on the top right of the navigational bar, select
    "Paperless Pending."
  • Change the "Last Activity Date" to your desired search criteria.
  • Click "Submit Search" at the bottom of the page.
  • The system will display cases you have pending within the time period.

Commission Statements:
(Note: You may not have access to commission statements. Call (800) 800-3656 Ext. 10411
for availability.)

  • Under "My InfoNet" on the top right of the navigational bar, select "Commission Statements."
  • Any current statement should be listed.
  • Click on "Search Statement History" to view previous statements.

Indexed Universal Life Certification Exam:
This one-time test is only required if you sell IUL

  • Visit www.producersinfonet.com and click on the Indexed UL Certification Test link on the
    home page or go to Sales Support in the top navigation bar and select Resources and Training.
  • Go through the five modules and take the 25 question (NO-FAIL) quiz.
  • When complete, you will get a certificate (keep for your records).

In Force Policy Search:

  • Under "My InfoNet" on the top right of the navigational bar, select
    "Policy Data Center."
  • Type in the desired insured's information and click "Submit Search."

 

 

Call Sales Development today at (800) 800-3656 ext. 10411
or email at salessupport@nacolah.com to help you submit your next case.