Working With Ash
Ash Brokerage has partnerships with more than 80 top-rated insurance carriers that we work with on life insurance, linked-benefit solutions, long-term care insurance, disability insurance and annuities.
You can view our carrier list to view our full portfolio of insurance companies available.
New York carriers may be limited. Information is for reference purposes only, and not necessarily representative of actual products or companies available for sale. Actual availability may be limited by your state, agency, broker-dealer or affiliated organization. Please consult your internal wholesaler, marketing representative, home office liaison or agency manager to confirm carrier and product availability.
Additionally, product information is compiled from carrier and industry data. It is deemed accurate but not guaranteed. All information should be verified prior to presenting to clients.
We seek to be responsive and available when you need us. Between 7 a.m. and 6 p.m. Eastern your call will be answered and directed by a real person. With a nationwide presence, your dedicated Ash team may be available outside these hours based on regional support.
You can always get up-to-date information on your cases, run a quote or submit an electronic app by logging in to our Advisor Portal.
With such a large team to support you, we don't have a single department contact list. Our promise is to match you with dedicated individuals, so you always feel like you know who to reach out to. We believe phone calls should be answered by real people, so you can always call (800) 589-3000 and we'll direct your call.
If you are looking for a specific department, start with our find a contact section. It contains some friendly faces from each area of our business who can answer your question or get you to someone who can. You can also complete our contact form if you have a general question and don't know where to direct it.
If you still feel lost, reach out to our Client Experience team and we'll point you in the right direction!
The Ash Advisor Portal is your tool to access the entirety of Ash Brokerage’s technology platform. It’s built to help you manage and grow your business through a client dashboard, case status, easy quoting and submission, online contracting, pre-underwriting tools and more.
Many people confuse the Ash website with the Advisor Portal. The website is what you are on now — full of educational content and information about Ash. For the Portal, you'll need a producer login to view the platform. You can access the Portal direct from the main Ash website by clicking the "Advisor Login" button. The first step is to create an account and then follow the login instructions.
Set up portal login
If this is your first time, setting up online access is easy. Visit https://portal.ashbrokerage.com/ and click the register now button. Registering as a new user is essentially the same as registering with Ash Brokerage. Complete the signup form and then click on the link in your email to confirm your email address. Once you verify your email address, your account will be active. In some cases, the link sent may have expired. If you need a new link, reach out to our IT helpdesk at (800) 589-3000.
Reset password or change password
If you can't remember what your password is, you can click reset password on the login screen of the Portal, then follow the prompts. If you are logged in to the Portal and want to change your password, click on your name in the top right, and choose Profile. There is a link on the screen to change your password. If you need assistance, please contact our IT helpdesk at (800) 589-3000.
Unable to log on
If you find that something on the site is not working as expected, you may not be able to log in. It may be as simple as you forgot your password or changed your email address. If your login or password is still not working correctly, please contact our IT helpdesk at (800) 589-3000 for assistance.
Accounts using single sign-on
Some account relationships may have established a single sign-on (SSO) as the primary way of accessing the Ash Portal. In that case, you may not have a password and will need to access the Portal directly from your company's designated site.
The process for application submission varies by carrier and business line. There are also different procedures based on whether you are using an e-app or a paper application.
Typically, the easiest method for submitting an application is to access the Advisor Portal and use an electronic application. If it’s your first time, you’ll need to create an account. Once you have logged in, use the Applications menu from the main navigation, or click the “Submit an App” tile on the homepage.
Term Life Insurance Applications
If you need to apply for life insurance, you should start with Ash Express for all term opportunities. This will provide you with the fastest service, with a better experience for your clients. If you haven’t quoted a specific carrier yet, you can even get an instant decision in 10 minutes using Ash Instant — without accessing the Advisor Portal.
Annuity apps are usually processed through the Firelight platform on the Advisor Portal. An annuity application cover sheet is not needed.
Other Business Lines
For permanent life, linked-benefit, disability insurance or long-term care applications, please choose the “Other Life, LTC or DI apps” button on the applications page. This will connect you to our vendor, iPipeline, to search for and complete an application. If your product is not available, you may need to use a paper application.
If you need to print an application, choose the Paper Forms option from the Applications menu. We recommend the use of electronic apps whenever possible, but understand that it is not always available for all products and carriers. Paper forms can be scanned and emailed to:
- Life Insurance: IGO@ashbrokerage.com
- Annuities: AnnuityIGO@ashbrokerage.com
- Traditional Long-Term Care: LTCIGO@ashbrokerage.com
- Linked Benefit: email@example.com
- Disability Insurance: DIIGO@ashbrokerage.com
You can also fax it to (260) 478-3980.
Application and Check
If you are mailing a check, please send it to P.O. Box 2572, Fort Wayne, IN 46801. If sending via FedEx send it to 888 S. Harrison St., Suite 900, Fort Wayne, IN 46802
If you still don’t know where to get an application or how to submit, our Client Experience team can help you get started.
In most cases, you will not be required to be contracted prior to writing an application.
Most carriers follow a process called Just-In-Time (JIT) when contracting an individual. This means your contract will be finalized and completed once you have new business at the carrier.
There are situations where you may need to be contracted prior to taking an application, known as pre-appointment. You can check pre-appointment carriers and states in the Advisor Portal, or feel free to contact our Producer Services team at (800)-589-3000 to discuss your unique situation.
In most cases, training is required to be completed prior to taking an application.
Information on training required for New York, Long-Term Care and Linked Benefit products, and Annuities can be found by logging into our Advisor Portal, clicking the Contracts tile on the homepage, then the Resources and Requirements tile.
Commissions on your recently placed business typically payout 1-2 weeks after the policy is in force. Commissions paying from Ash Brokerage are released weekly via EFT, one week in arrears, leaving Ash on Tuesday and received in your account within 24-48 hours.
Commissions paying directly from the carrier will follow the carrier’s payout guidelines. Carrier payout guidelines can be discussed with our Producer Services team.
The commission pay periods are subject to change based on rules with your broker-dealer.
Updated electronic funds transfer (EFT) information can be sent to firstname.lastname@example.org. Please provide a copy of a voided check or letter from your financial institution with your account and routing numbers. We will confirm the changes with you and get everything processed to make sure you receive commissions at your updated bank account.
If you want to get a clear look at all your cases, the best way is to log in to the Advisor Portal. Click on the Cases tile on the homepage to view your entire case history. You can also run reports by line of business, status, date or just about any field in our system.
For specific questions, your case manager is always available to provide updates in whatever form it's best for you. From scheduled reports to recurring status calls, we'll keep you informed on the process from application through delivery. If you don't know who your case manager is, you can find a contact to get in touch with a case manager who will get you to your dedicated resource.
If you are looking for a paper application for a specific insurance carrier, you can access our full forms library on the Ash Advisor Portal, then find the company, state and product you need. For more details, check out the How Do I Submit an Application FAQ.
Below are some other common forms that may be helpful:
- Preliminary Inquiry (Informal questionnaire for life insurance health pre-screening)
- Ash Authorization (HIPPA form required with all paper apps)
- In-Force Authorization (Used for Ash Life Audit)
If you are looking for additional forms, such as requesting medical records, change of beneficiary, cover sheets or impairment questionnaires, please contact your case management team.
Your Ash team and the carrier are instantly notified that a new application is submitted, and they are able to take action and move the case to the next step. Ash and the carrier will handle communication with the client. You can review the status by visiting your Ash Advisor Portal and clicking on the Cases tile on the homepage.
If your client does not qualify for accelerated underwriting, we will provide an alternate submission process for traditional underwriting. Your client will need to sign the application, which will be collected electronically at the client’s convenience.
Give us a call at (800) 589-3000
Between 7 a.m. and 6 p.m. Eastern, your call will be answered and directed by a real person. With a nationwide presence, your dedicated Ash team may be available outside these hours based on regional support.
You can also visit our contact page to view additional phone numbers and contact information.
Ash Brokerage may send you emails from a number of different employees and systems. We try to connect them and respect your subscripiton preferences when possible. Here are a few things to check:
Update your primary email address
If you want to change the email associated with your account, please reach out to our Producer Services team and ask to have your email address updated in Ash's system. This may affect the email address you use to log in to the Advisor Portal, and you may need to re-register to access your existing data.
Review your marketing email subscriptions
For newsletters, product updates webinar updates and similar emails, your email preferences can be modified by visiting our email subscription center. If you don't want to modify which publications you recieve, but wish to get them sent to a different address, contact the Producer Services team.
Health insurance is not one of the products that Ash Brokerage distributes.
However, we are committed to helping advisors help their clients protect their health and wealth. For an aging population, we can help address healthcare in retirement through both Medicare Solutions and Long-Term Care insurance.
We also have an extensive network through our Integrity Marketing Group partners and can help connect you with a solution.