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LifeSales

By Transamerica Life Insurance Company

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Description

Life Insurance sales tools and quoting are available at your finger tips using Transamerica's LifeSales iPad app.

Designed specifically for Transamerica producers on the go, LifeSales lets you:

-Calculate a guaranteed monthly income stream along with an optional initial or final lump sum payment via the Income Protection Option tool

-Generate a quote estimate for Trendsetter® Super, Trendsetter® Express and Trendsetter® LB term life insurance products*

-Generate a quote estimate for Immediate Solution, 10 Pay Solution, and Easy Solution Whole Life Final Expense products*

-Review, compare, edit and email term life quote estimates

-Learn about the Foreign Nationals market opportunity and request a proposal

-Browse marketing resources with the latest sales ideas, flyers, brochures, product guides, presentations and videos

*No quotes are final until underwriting is completed

What's New in Version 5.1

Updated rates for Trendsetter® Super 20

iPad Screenshots

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Customer Reviews

App. needs Riders and other products missing

This App is very nice looking, clean and very professional, BUT, it needs to be able to add Riders when quoting (riders: Childrem Term Rider/Children Insurance Rider, R.O.P.=Return of Premium, Other Insured, Disability Riders, Long Term Care-LTC Rider, Flex Term rider, Guarantee Insurability rider, Deposit Fund, Accidental Death Benefit rider, etc.)
Another problem is you agents cannot quote other products like: TransACE 2014 and all of the riders that can be attached to it, Index Universal Life/IUL's and all the riders that can be attached to it. Immediate Solutions Riders, Flex Term 7, Dynamax (Whole Life Insurance/Interest Sensitive whole life), LP@95 (Life Paid Up at age 95) and all it's Riders for all these products mentioned.
95% of the agents I talk to bought a Windows based tablet or Laptop from our in house 3rd Party vendor exclusive for our agents nationwide in our agencies just because our works better on Windows so they discontinued offering the iPad and all the other Apple products and we found out that the only thing or problem was that we could not quote properly because LifeSales Application only lacks that/those specific features mentioned above in this Review, this was the only problem because I have done a complete application on this tablet and the client and I have signed the Application and hit send and it works fine. In fact if this App. was complete with the things I mentioned are missing the iPad is all any agent would need and I mean it would be 100% complete, I would definitely not need my Windows computer/Laptop or Tablet at all and I mean 100% not need Windows based devices at all. The iPad App LifeStyle even offers videos, brochures, etc. excellent, Beautiful, the Riders and the other products mentioned above are the only things missing, Remember, If you guys at LifeStyle App. add these Riders, Products and Features... You would have at least 75-80% of our agents purchasing the iPad over Windows products because I've talked to a lot of our agents about this when we get together from other Districts around the nation and I've let them know that was the only thing missing, nothing else at all is missing and they got verry happy because they know that is easy to fix and could be fixed in just weeks to very little bit of months if LifeStyle contacts Transamerica and Transamerica Premier Life Insurance Companies or vise versa, PLEASE, FIX THIS VERY BIG PROBLEM!!!

LifeSales
View In iTunes
  • Free
  • Category: Business
  • Updated: Sep 22, 2014
  • Version: 5.1
  • Size: 107 MB
  • Language: English
  • Seller: Transamerica Life Insurance Company

Compatibility: Requires iOS 5.0 or later. Compatible with iPad.

Customer Ratings

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