To speak with a licensed agent, call: (800) 672-3403 | TTY 7-11 (M-F 9am-5pm) / firstname.lastname@example.org
Presley General Insurance Agency
Important information for our agents and agencies.
How do I order Marketing materials??
You will have access to an agent portal and we will show you exactly how to use it. Marketing materials are available in your portal.
I’m contracted with PGIA, what’s next??
Congratulations! You’re on your way. Your next step should be to contact your Operations Manager to construct a marketing plan that best suits your budget and goals.
How do I get certified for ____?
Certification steps for all carrier partners are located on your agent portal. To navigate to the instructions click on Sales Tools > My Sales Tools > Certification. Click on any carrier name and a PDF will appear on the screen with step-by-step instructions on how to get certified with each carrier.
What carriers am I contracted/certified with?
To see which carriers you are currently contracted & certified with, logon to the agent portal and navigate to My account > Contracts & Certs
What is my ID#?
To find your agent ID number for any carrier, logon to the agent portal and navigate to “My account” then select “Contracts & Certs”. Once there, find the desired carrier and click on the link to access your ID #.
How can I export my book of business?
To export your book of business, logon to the agent portal and navigate to “Reports”, click on “Book of Business”, select the parameters as you see fit and click “Export”
How do I access my commission reports?
To access commission reports, logon to the agent portal and navigate to “Reports” on there, click on “Commission statements”, select the parameters you desire, and click “Export”.
Are my members still active on their plan?
To view statuses on all of your enrolled members, logon to the agent portal and select “Enrollments”. At this stage you can select “show all” or type in a specific name in the search bar. You also have the capability of customizing the information that is displayed by clicking on “Customize columns”.
How do I gain access to the iES (intuitive Enrollment System)?
You must first complete the training video. Once completed you’ll need to fill out the acknowledgment form and return to our sales support department. To acess the training video and form, logon to your agent portal and navigate to Sales Tools > My Sales Tools > Training > Senior Products > iES Training.
To find the form, please logon to your agent portal and navigate to Sales Tools > My Sales Tools > Forms Library > AGA Forms
Why does the portal log me out?
Our portal is designed to log you out after a period of inactivity to better protect the sensitive information housed in your portal.
How do I get plugged into events?
Since this is a lead program there are some pre-qualifications to participate. The first step is attending Events Training, either live or via webinar. Once that is complete, you will be able to complete the last few pre-qualifications that are explained in the training.
Is there a lead charge for the leads I collect at my event?
There is no lead charge for leads collected at your PGIA events! We may set up the event for you, but you are the one doing the legwork. That lead is yours since you put the time and effort into getting it!
How do I get promotional giveaways?
Simply email email@example.com and they will coordinate with you.
How do I submit an event?
There is an Event Submission Form that can be found on your Agent Portal. All you need to do is complete the form in its entirety and send to the events team. You can send the form via email to firstname.lastname@example.org or via fax 877-342-9978.
Who do I contact in case of an emergency during an event?
Please contact email@example.com or call our main line and ask for any events team member.
How far in advance do I need to report my event?
Even though CMS guidelines say that the event must reported 7 days prior, each carrier partner has their own internal policies and procedures for filing events. In order to guarantee acceptance of events (if you are in “good standing” with the carrier you choose to report to) we ask that you submit it by the 15th of the month prior. So if you have an April event, the events team needs that information by March 15th.
Does my event need to be reported?
Any event which sales activity is intended needs to be reported. Sales activity is any activity that can result in a sale. This includes but is not limited to collecting lead cards, having marketing material out such as tri-folds or service flyers, scheduling appointments, passing out your business card, etc. If you need more information or are unsure if your event needs to be reported please contact firstname.lastname@example.org.