We’re Reimagining Our Agent Website Effective 08/24/23
At American Equity, we are proud of the world-class service and support we provide to our agents and their clients. With that in mind, we are excited to announce the beginning of a multiphase plan to create enhanced digital experiences and tools for you – including a new agent website and EZ Suit™, a new pre-suitability tool.
Introducing MyPortal, the reimagined and redesigned agent site, designed to help you access the resources you need to do business, any time, any day. The first phase of this transformation will launch on August 24, 2023, with a set of polished new features that lay the foundation of this enhanced digital experience while preserving access to the information and tools critical to your business.
Expect a mix of some new design and some of the familiar legacy design as we work through our phased transformation.
Here’s what you can expect when the first new features launch on August 24th.
- A new login experience
- A modern, mobile-friendly design
- A new dashboard with updates on your most recent contracts
- Book of business reporting with real-time status updates and search features
- EZ Suit™, a new pre-suitability tool to provide instant feedback, including potential suitability concerns and suitable premium range for each client
Get a 60-second intro to MyPortal with this video.
EZ Suit™
This dynamic tool simplifies the review process by:
- asking fewer questions and providing more answers
- identifying potential suitability concerns
- delivering a list of suitable products
- delivering a range of suitable premium amounts
See how easy suitability can be with this 60-second video.
MyPortal Registration
The first time you visit American Equity’s MyPortal on or after August 24, 2023, you’ll be asked to register for the new site. The process is straightforward and simple: you’ll be asked to provide your agent number and your existing password, and then prompted to set a new password and enter a security question. That’s it!
After you set your new password and security question, you can login to the new site and begin to explore the new features.
Anyone who has active online access on August 24th may enroll into the new agent portal. If there are multiple people who share portal access credentials for their firm, please know that whomever logs in first will be asked to set a new password for the office.