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Introduction

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Start here to learn
about Aviva's Shortcut
to Success website.

Your Agent Website

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The most important
resource available to
you at Aviva.

Indexed UL

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Learn about Indexed
Universal Life and why
Aviva is the market leader.

Illustrations

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Step by step instructions
for using our state-of-
the-art illustration software.

Submitting Business

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Learn about workflow
and starting jobs with
the New Business Wizard

Tracking Business

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How to access cases and
keep up-to-date information.

Getting Paid

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Use our EFT commission
function to get your
paycheck—pronto!

Wrap-Up & Contacts

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A summary of what you've
learned and links to key
departments and contacts.

Compliance

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Agent Website Topics


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Agent Website Supplemental Information

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Portal Home Page
The portal home page provides commission statements, pending new business reports, production reports and is where you will access your individual agent homepage, the Aviva Shoppe, the 151A Resource Center and other features.

intro screen

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Extranet Home Page
This is the home page to your individual agent extranet site. The sections on the bottom and to the right contain new features added to the site and the latest company news. Be sure to check the site often for the latest information on state approvals, interest rate changes and department updates. The day-to-day resources you will need are located under the dropdown menus at the top of the screen.

home page

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My Business
Under this menu, you will find:

•    Pending Business
•    Your Book of Business
•    Policy Status Reports
•    Policyholder Annual Statements
•    Other Valuable Information Regarding Your Production 

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Doing Business
Under this menu, you will find:

•    Forms and Applications
•    State Approvals
•    Underwriting and Compliance Resources
•    Online Supply Order Forms
•    Policy Administration

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Products
Under this menu, you will find abundant resources, including marketing materials and sales concepts, on our entire product portfolio:

•    Indexed Universal Life
•    Single Premium Life
•    Universal Life
•    Survivor Life
•    Term
•    Fixed Annuities

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Marketing
Under this menu, you will find all the tools you need to market our products and your business:

•    Advertising Information
•    Advanced Markets Strategic Resource Center
•    Sales tools
•    Competitive information
•    Training and Professional development resources

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Illustrations
Under this menu, you will find all the information you need about running new and in force illustrations, available online or download to your computer.

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Company Info
This menu contains a company phone directory, news archive and other information about Aviva and its subsidiaries.

 

 

 
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For agent use only. Not for use with the general public. ©Aviva 2010