New Agent Portal – Home Page
You’ll find multiple shortcuts to all your business processing technology (Docupace, Wealthscape, etc.) and more on the Home page. Click on either the lightening bolt in the upper right corner or the “View all Business Tools” to view all shortcuts. Want to just see your ESI shortcuts? Click on Tools and choose “ESI Business Tools”.
Sales and Marketing Tab
Click on the Sales and Marketing tab for all related resources. If you want to see ESI-specific marketing materials and campaigns, choose the “Investments” option under Sales and Marketing.
Compensation Tab
To find ESI specific compensation and incentives info – including leaderboards – click on the Compensation tab and use the left navigation.
Products Tab
Click on the Products tab to view both ESI Strategic Partner information as well as overall ESI product information.
Training Tab
You’ll find multiple ESI resources under the Training tab, including Compliance materials, the DOL Training page, Doing Business with ESI resources and product training materials.
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