Agent Edge: Tools for Success

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Product Information

Product pages, brochures, flyers and more for Allied National plans.
Product pages, brochures, flyers and more for Pivot Health plans.

Group Submission Guidelines

Check out our Funding Advantage Group Submission Guidelines.

Agent Forms

Making the Sale

Promote your favorite Allied National benefit plans using these materials. The Download Forms section has all of the forms you need for all of Allied's products. WINAllied Proposal Software will allow you to run your own quotes. The flyers can be personalized with your name and agency information, and the product banners will look great on your website.  Upload the PowerPoints onto your laptop before making your next presentation.

Click here for easy access to our Group Submission information and forms.

​Agent Training

Recorded webinars features information about many or Allied's plans and benefits or you can check out our PowerPoints and go through the slides at your own pace.

News

The more you know, the more informed decisions you can make. Here are two of Allied National's popular newsletters for agents and employers, as well as important notices employers need to read so they'll know how to stay in compliance with federal rules and regulations.

Funding Advantage Member Resources

We created this Member Resources section for our Funding Advantage members and agents. Each plan has its own section and details about plan benefits, including telehealth, Allied HealthCare Assistant and HealthChoices.