Instabrain

Accessing your commission statements

2) Click Create Your Account and enter your agent number and last name

3) complete the account set up

Once the account is set up, there are two areas that you'll be using to view business.

The FLEX viewer will show you activity on your policies. The Agent Portal is used for commission statements. The first time you use FLEX, you'll need to create a user account there.

In the FLEX portal you can see the current status of your policies and view policy details

To view commission statements, log into the agent portal and select Commission Details. When reconciling commission activity to your bank statements, be sure to set the Date From and Date To to the same date. This will show you the payment for that pay period.

Instabrain accidental death policy Age 20-59

Pays 10% more

If killed in vehicle accident and wearing seatbelt it pays 10% more

Pays 100% More

If both client and spouse are killed in vehicle accident and wearing seatbelts pays 100% more

Kids college plan

If parent killed in accident it pays 10% of the base plan towards a college plan for dependent children.

ROP option

Offers ROP up to age 56 for 15 years so unlike Moo that caps out age 50 for the ROP this one will offer ROP up till age 56 for your clients.

Instabrain Fun Facts

Chronic Illness

Can get paid up to 50% of their face value

Children's Rider

PAY attention to the knockout questions that pop up as long as the children do not have any of those conditions listed, they can do the rider.

They fill out payment section

An agent can only go so far the client puts all the payment info in which can be either credit card or EFT. They CANNOT select a preferred draft date.

Pay Cycle

They pay weekly, If business is approved by Wednesday they settle on Friday and pay out Monday or Tuesday,

NOT VAPE or DIABETIC Friendly

They are not good with VAPE or diabetics so read the underwriting guidelines

Policy delivery

Fidelity will email them a copy of their signed DocuSign as well as instructions how to access their portal to also access their policy. Then they also mail out a physical copy about 12-15 days after approval.

Underwriting guideline

Can access the full underwriting guide on the portal under Resources tab then products tab

Instabrain Meet your re

Meteena Watson

RE: COMMISSIONS: FIDELITY PAYS WEEKLY. ANY APPS IN FORCE BY CLOSE OF BUSINESS ON WEDNESDAY WILL BE SETTLED ON FRIDAY AND SHOULD HIT AGENT ACCOUNTS MON

Instabrain Training with Mattena

Instabrain

In the App

Multiple Beneficiary

INSTABRAIN TERM Age 60 & Under sweet spot

INSTABRAIN Underwriting criteria TERM

Accessing your commission statements

Instabrain accidental death policy Age 20-59

Pays 10% more

Pays 100% More

Kids college plan

ROP option

Instabrain Fun Facts

Chronic Illness

Children's Rider

They fill out payment section

Pay Cycle

NOT VAPE or DIABETIC Friendly

Policy delivery

Underwriting guideline

Instabrain Meet your re

Meteena Watson

RE: COMMISSIONS: FIDELITY PAYS WEEKLY. ANY APPS IN FORCE BY CLOSE OF BUSINESS ON WEDNESDAY WILL BE SETTLED ON FRIDAY AND SHOULD HIT AGENT ACCOUNTS MON

Instabrain Training with Mattena

Instabrain

In the App

Multiple Beneficiary

INSTABRAIN TERM Age 60 & Under sweet spot

INSTABRAIN Underwriting criteria TERM

Accessing your commission statements

Instabrain accidental death policy Age 20-59

Pays 10% more

Pays 100% More

Kids college plan

ROP option

Instabrain Fun Facts

Chronic Illness

Children's Rider

They fill out payment section

Pay Cycle

NOT VAPE or DIABETIC Friendly

Policy delivery

Underwriting guideline

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