How do I contact the Licensing Department?
What do I need to do to get contracted with Columbian?
I’m not appointed yet. What do I enter in the application where it asks for my Agent Number?
How long will it take to get my writing number?
What do you look for in a background check?
I submitted my contract. Why haven’t I received my writing number yet?
How do I cancel my contract?
Did you get my Monthly Report?
Please contact Agent Collection Administration at 800-423-9765, extension 5914.
How do I transfer policies to another agent?
Please contact Agent Collection Administration at 800-423-9765, extension 5914.
How much is being drafted for my DBAR balance?
Please contact Agent Collection Administration at 800-423-9765, extension 5914.
I just received a commission payment. What did I get paid for?
Please refer to your commission information on the Partners Website or contact the Commission Team at 800-423-9765, extension 5908.
I have a negative balance. What caused this balance?
Please refer to your commission information on the Partners Website or contact the Commission Team at 800-423-9765, extension 5908.
Can I make a payment arrangement for my balance owed?
Contact the Commission Team at 800-423-9765, extension 5908.
How do I change my bank account information for direct deposit of my commissions?
Complete the Direct Deposit Authorization for Commissions (Form No. 5117CFG), which is available in your online forms, or contact the Commission Team at 800-423-9765, extension 5908.
I don’t have a writing number yet. How can I get an application?
There are several ways to obtain applications:
How do I get premium quoting software and apps?
Calculators and quote software can be downloaded from the CFG website here.
I downloaded the calculator app, but I can’t log in.
The Final Expense and SafeShield® calculator apps require a case-sensitive password the first time you use them. After the first time you’ve used them on your device, you won’t need to enter a password again.
Can I email an application to the company?
For privacy reasons, we do not accept applications by email. Paper applications can be faxed or mailed to the Company. If you have access to our agent portal, Partners, you can utilize the “Document Upload” option under the “Resources” tab to securely submit business.
I just received my writing number. How do I access Partners?
Visit the User Enrollment screen and complete the enrollment/registration details as required on the page.
I can’t log in to Partners. It is not recognizing my user ID and password. What can I do?
a) Use the Reset Password page to reset
your password.
b) Contact Sales Support at extension 7582 for assistance.
How do I access electronic applications?
Log in to Partners, click the “Resources” tab and then click “eApp (new product).” eApp is available for Final Expense and SafeShield® only. If are contracted for these products and you don’t see the eApp option, you may need to select Final Expense or Simplified Issue from the “Currently Viewing Business for” drop down menu, then click the “Change” button. If you still don’t see the eApp option, contact Sales Support at 800-423-9765 at extension 7582.
Can I complete an eApp without seeing the client face to face?
The Remote Signing capability built into eApp allows you to take a Final Expense or SafeShield® application over the phone and send for signature through DocuSign.
I just completed an application using the Telesale process. When I responded to the first text, I received the message, “Conversation has timed out.” Why am I receiving this message?
The texts that follow after completing the Telesale Voice Signature Recording need to be replied to within an hour. If you receive this error, please contact New Business at 800-423-9765 extension 5915 so they can find the correct recording for your application.
Where can I find the status of a policy?
Log in to Partners and click the “Policy Search” tab.
How do I order forms?
There are several ways to place a supply order:
How do I obtain the values to complete the Preliminary Statement of Policy Cost in New York?
There are several ways to obtain the values needed to complete this form:
Do you require a phone interview at the point of sale for your Final Expense product?
No, a telephone interview is not required. A phone interview will be conducted only if Underwriting has questions or needs clarification when the application is reviewed.
Do you sell health insurance?
No, we sell life insurance.
What is the highest issue age for any of your products?
The maximum issue age for our Final Expense and Simple Security products is 85.