top of page
blue - blog light v.png

Unlock the Power of Carrier Resources on the Equis Agent Dashboard

  • Writer: Equis Financial
    Equis Financial
  • Aug 8
  • 1 min read

At Equis, we know speed, simplicity, and support are crucial when you’re in the field helping families. That’s why the Carrier Resources section on your Equis Agent Dashboard was built to give you everything you need—all in one place—to quote, compare, and choose the right product fast.


Here's what you can do from one simple screen:


ree

Select a Carrier

Click any carrier logo to instantly view their available products.


Visit the Carrier’s Website

Need forms, login access, or carrier-specific tools? One click takes you directly to the carrier’s site.


Access the Quote Calculator

Save time by jumping straight into the selected carrier’s quote calculator without having to navigate multiple links.


View Product Details

The product table provides a clear breakdown of:

  • Product name

  • Product type (Simplified Term, Whole Life, etc.)

  • Underwriting type (Simplified, Fully Underwritten, or Non-Medical)

  • What products are recommended by fellow Equis agents

  • Which products do not qualify for the monthly bonus program


Chat for Help

Need clarity? Use the Chat icon in the bottom right corner to connect with our Home Office Team anytime.


Whether you're writing your first app or leading a team, the Carrier Resources tab was designed to keep you efficient, informed, and empowered.


Log in to your Equis Agent Dashboard and explore the Carrier Resources tab today!

bottom of page