Helping Talented Agents Close More Sales


Carrier Updates

For the 2019 selling season Envision was requiring all applications be entered in online, in the broker portal. However after a few complaints and some issues with the broker portal, they are going to remove this requirement from agents.

It is still the preferred method, and as such should be utilized whenever possible. However there will be no disciplinary actions taken against agents who prefer to fax in their applications (New Business Fax: 844-645-0583).

Please note, when faxing in an application there should be an automatic return fax. If you do not receive this return fax, your application did not go through. See below for an example. It will be the agent’s responsibility to track the applications through the broker portal.

Envision RX Fax Confirmation Example