Account management

Count on the support of our agile team

Your questions deserve thoughtful answers. Your emails deserve quick responses. Our agile team is there for you whether it's working to deliver renewals or offering alternative strategies for your clients. We're committed to listening to your feedback and evolving with your needs, so we can better help you manage your business.

We offer support in three key areas:

Training and education

  • Understand our processes and product offerings, so you can start selling quickly
  • Learn more through webinars, online resources, and personalized assistance
  • Demos of our EB360® platform 

Enrollment and managing in-force clients

  • Receive enrollment assistance for a first-time setup or ongoing annual enrollments
  • Streamline renewals with one-click acceptance of auto-renewals

  • Provide proposals for new product offerings or alternative solutions for current benefits

Issue resolution

  • Resolve any issue with the support of your Regional Account Manager or Sales Executive
  • Get answers quickly through our online platform or via phone

All group insurance products are issued either by Equitable Financial or Equitable America, which have sole responsibility for their respective insurance and are backed solely by their claims-paying obligations. Some products are not available in all states. 

EB360® is a registered service mark of Equitable Financial Life Insurance Company, New York, NY.

HIPAA  |  Legal

GE-3104799.2 (01/2022) (Exp. 01/2024)