What you need to know.

Evolving our business, enhancing yours.

Additional Information for IMO-Affiliated Agents

 

Global Atlantic has embarked on a journey to evolve how we do business with end-to-end improvements to enhance your overall experience. Our focus is on delivering easier access to what you want, where and how you want it.

As we evolve, we’re implementing process automation that will significantly accelerate new business application and delivery, and new online functionality will also provide transparency into appointment status and policy tracking.

 

The changes will be rolled out in phases over the course of the coming months. Firm launch dates vary and will be communicated separately as they take effect.  We’re excited to take you on this journey with us.  

 

Here’s what you need to know about our: 

  • New website experience and digital capabilities 

  • Enhanced service experience 

  • Expanding product portfolio 

New website offers improved experience and range of resources

 

New website offers improved experience and range of resources

 

On this new website, you’ll find:

  • Sales ideas, product information, marketing material, tools, rates and calculators.
  • Access to your new business and inforce policy information.
  • Improved navigation that allows you to easily access the latest life and annuity content on both desktop and mobile platforms.
  • New search functionality that lets you quickly and easily find exactly what you’re looking for.
  • Online notifications to provide status information related to your business, including key milestones such as Application Received, Transfer Paperwork Sent, Policy Issued, and more. 

Learn more about our new login experience and digital tools by watching these instructional videos.

Inforce and new business policy administration

 

Inforce and new business policy administration

 

Upon activation of your firm, you’ll start to see seamless enhancements that will provide greater transparency throughout the new business process. We will not be executing any system conversions for existing business, though, and will continue investing in the inforce experience to serve you. You will be notified by email when your firm goes live 

 

This website is your destination to access your book of business, regardless of platform: 

  • When you click the login link on the website, it will guide you to the right system when you need to access your book.  

  • All existing inforce business will remain on its current platform, you will continue to access it using your existing credentials for MyView.  

  • New business for SecureFore fixed annuities, as well as ForeAccumulation and ForeIncome fixed index annuities, will be issued on the new platform, and you will be required to establish new log-in credentials.  

We are working to finalize a single sign on (SSO) solution to improve the experience by allowing you to log in once for access to both platforms for a streamlined experience, which we plan to have implemented in early 2023.

 

eDelivery speeds access to the information you and your clients need

Register to unlock the benefits of an online account

When you create an online account with Global Atlantic, you’ll gain immediate access to the resources, tools, and information you need to grow your business. From a customizable dashboard and 24/7 access to your book of business to easy-to-run illustrations and license and appointment information, you can start seeing the benefits of an online account right away.

Be sure to encourage your clients to register and opt into eDelivery during the new business process as well. It’s secure, fast, and convenient.

Optimize your support by delegating access to staff

Optimize your support by delegating access to staff

 

Do you rely on support staff to help monitor and manage your applications and policies? Once registered on the new administration platform, you may add support staff as delegates to help manage the business. You may invite multiple delegates to accommodate larger staffs and help ensure coverage. Delegates who support multiple financial professionals will maintain separate accounts for each.

 

To add and remove delegates, first login, then under “Manage My Business,” select the option for pending or inforce policies, beginning with A through E. Once in the servicing dashboard, go to My Account to manage your delegates.

Popular products leverage new technology

Popular products leverage new technology 

 

Once your firm launches, new business for our fixed rate annuities (MYGA) and fixed index annuities will take advantage of new digital capabilities, including greater transparency of application and policy status, as well as e-delivery. 

 

Expanded product suite; NAIC training available

 

We are expanding our comprehensive line of annuity offerings. As firms go live, where approved, you will gain access to ForeStructured Growth, our new registered index-linked annuity, as well as the Income 150+ fixed index annuity and its powerful early income benefits. Product launches will be communicated separately based on firm approval and launch dates. 

 

NAIC training can be completed through RegEd (or through another approved online vendor). 

 

RegEd product codes: 

  • ForeStructured Growth: FORESTRUCTURED 

  • Income 150+: INC150 

 

Currently ForeStructured Growth is not approved in the following states: NJ, OR, UT, WA. 

Streamlined contact for your service needs

Streamlined contact for your service needs

 

For use by financial professionals at firms that are live on the new platform, we have implemented a single address for new business submissions, as well as a new, single phone number for your needs, from sales support to inforce status, and everything in between.

The changes will be rolled out in phases over the course of the coming months. Firm launch dates vary and will be communicated separately as they take effect.

For correspondence regarding pre-existing post issue policies, you will continue to use the current post-issue contact information below. 

Post-issue correspondence

Block of Business

Policies Starting with "A, B or C"

Policies Starting with "5, 6, 7, or 8"

Policies Starting with "2"

Phone Number

(833) ASK-GA4U
(833) 275-4248

(833) ASK-GA4U
(833) 275-4248

(833) ASK-GA4U
(833) 275-4248

Fax Number

(855) 299-0104

(785) 286-6104

(785) 286-6104

Email Submission Address

GAOperations@email.gafg.com

annuityservicecenter@gafg.com

annuitypolicyservice@gafg.com

Overnight Address

123 Town Square Place, PMB711 
Jersey City, NJ 07310

PO Box 758507 
Topeka, KS 66675-8507

PO Box 246 
Batesville, IN 47006

Regular Address

123 Town Square Place, PMB711 
Jersey City, NJ 07310

Mail Zone 507, 5801 SW 6th Avenue 
Topeka, KS 66636

One Forethought Center 
Batesville, IN 47006

 

We appreciate your patience as we deliver a new, modern business experience

 

The business transformation we are undertaking will be an iterative process over the course of 2022 and 2023. We understand that you may experience some inconvenience as we progress through this process. Some of the benefits you will realize right away, others will take time to incorporate. We appreciate your patience and thank you for your business.  

Need help?

Find all the contact information to submit and service your business.