To create an application in the Agent Portal, follow these steps:
- Log in to https://agents.ethoslife.com/login.
- Click the Quote & Application tab.
- Select the product you want to create the application for and click “Start application.”
- Follow the guidance to complete the application for your client.
Need to Practice?
If you'd like to become more familiar with the application process or check if a scenario fits client needs, we recommend using your Agent Portal Resource Center. You’ll learn how to navigate the portal, run quotes, and complete applications step-by-step.
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