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lock Agents Only — Internal Resources Partnered with Family First Life 12 A-Rated Carriers
A G E N T   R E S O U R C E S

Everything You Need
to Produce and Win.

Carrier back office access, quoting tools, CRM systems, scripts, onboarding guides, and training materials — all in one place. Built for Veluxe agents.

constructionToolkit Insurance businessCarriers settings_input_componentCRM & Dialer descriptionScripts schoolTraining checklistOnboarding
F E A T U R E D   T O O L

Toolkit Insurance

construction

Insurance Toolkits

Quoting & Product Comparison

Your primary quoting and product comparison platform. Use Toolkit Insurance to compare rates across multiple carriers, run illustrations, and find the best product fit for every client — all in one place.

  • check_circle Compare quotes across multiple carriers instantly
  • check_circle Run product illustrations for IUL, whole life, term, and annuities
  • check_circle Access carrier underwriting guidelines and product details
open_in_new Access Toolkit Insurance
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Training Video

Coming soon from client

C A R R I E R S

Carrier Back Office Access

Direct back office access for all 12 carrier partners — portals, phone support, quote tools, and underwriting guides.

AMERICO LIFE
language Back Office Login phone +1 (800) 231-0801 calculate Quote Tool menu_book Underwriting Guide
AETNA SENIOR
language Back Office Login phone +1 (866) 272-6630 menu_book Underwriting Guide
AMERICAN-AMICABLE LIFE
language Back Office Login phone +1 (800) 736-7311 calculate Application Portal menu_book Underwriting Guide
ATHENE ANNUITY
language Back Office Login phone +1 (888) 266-8489 menu_book Product Info
COREBRIDGE LIFE
language Back Office Login phone +1 (800) 677-3311 menu_book Underwriting Guide
ETHOS LIFE
language Back Office Login phone +1 (888) 384-6754 calculate Instant Quote menu_book Underwriting Guide
F&G LIFE
language Back Office Login phone +1 (800) 445-6758 menu_book Underwriting Guide
MUTUAL OF OMAHA LIFE
language Back Office Login calculate Quote Tool menu_book Underwriting Guide
NATIONAL LIFE GROUP LIFE / IUL
language Back Office Login phone +1 (800) 906-3310 menu_book Underwriting Guide
TRANSAMERICA LIFE
language Back Office Login phone +1 (877) 234-4848 menu_book Underwriting Guide
AFLAC SUPPLEMENTAL
language Aflac Portal phone 800-433-3036
INSTABRAIN DIALER
language Agent Portal phone 800-806-9714
C R M  &  D I A L E R

Systems & Tools

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Veluxe CRM

Coming Soon

The Veluxe proprietary CRM system is under development. It will centralize your leads, pipeline, and follow-up tracking in one platform built for insurance agents.

Access link will be added when available

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Dialer System

Data Pending

Dialer platform details and access links will be added here once provided by the Veluxe team.

System name & access link from client

S C R I P T S

Sales Scripts

Proven word-for-word scripts for every stage of the sales process — uploaded by the Veluxe team.

description

Fresh Lead Script

PDF

Full word-for-word script — opening, qualifying, closing, objections & referrals.

14 pages  ·  9 sections  ·  Provided by Veluxe

open_in_new View Script download Download
T R A I N I N G

Training Resources

Video training, product deep dives, and strategy sessions from the Veluxe leadership team.

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Training Video 1

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Training Video 2

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Training Video 3

O N B O A R D I N G

New Agent Onboarding

Everything a new agent needs to get licensed, contracted, and producing — in one checklist.

checklist

Onboarding guide coming soon

Client will upload onboarding documents and links