Frequently Asked Questions

Build A Team

Who can we help become independent agency owners with EIA?


In this video, we discuss different groups of individuals who our existing agents can help become independent agency owners with EIA




How do I educate potential recruits about EIA?


  • You can start with telling potential recruits about your experience as an Agency Owner with EIA
  • Share with the potential recruit www.JoinEIA.com and guide then through it including the FAQs
  • Share with the potential recruit this link to our videos
  • Schedule a 1 on 1 30 min meeting with our Founder, the potential recruit(s), and you




How do I recruit a new agent into the GOLD plan?


Have the new agent sign up on the Opportunity page of your website or come to www.JoinEIA.com and sign up here




How do I recruit a new agent into the SILVER plan?


Have your recruit go to https://www.joineia.com/silver-plan to learn more and click on the Join button.




How do I recruit a new agent into the BRONZE plan?


Have your recruit to to https://www.joineia.com/bronze-plan to learn more and click on the Join button. Due to regulations, we can't pay the Bronze plan agent a referral fee and you an override on P&C sales. You can still receive overrides on Life sales where available.





Gold Plan

How do I set up my website?


You can watch this video.




I've got P&C carrier appointments, when I bridge out of the comparison raters to make a sale in the carrier's platform, how do I get credit for that sale?


Watch the following video. The password to open the video is in your welcome email




How do I receive P&C carrier appointments?


Please reference this document EIA Carrier Access and Appointment Process




How do leverage my website after I set it up?


Watch this video




How do I sign into my backoffice of my website for the Gold plan?


Click on this link backoffice and sign in




I just joined and when can I access the comparative rater?


It takes a day or 2 after you join to get the Comparative raters turned on for you. If after 2 days of joining you haven't received the Comparative rater access email, please try the follwoing

  • Go to https://art.answerfinancial.com/ and use the reset password button
  • Type in your email
  • Check your email for the reset password email. It will come from service@online.answerfinancial.com Check your inbox, junk, promotions, notifications, etc. folders.
  • If you receive it, please reset password and sign in. Let us know if that worked for you.
  • If you don't receive it, please let us know by emailing Support@JoinEIA.com and we'll get the system team involved




How do I use the Auto Comparison Rater to quote?


Watch the following video.




How do I leverage the call center to close a sale for carriers I don't have appointments?


Please reference this document EIA Carrier Access and Appointment Process




How do I see the Progressive rate before I get an appointment?


You can set up the client in the ART system and get to RC1. When that runs and produces rates for your client, you can then email the TAMID to support@JoinEIA.com and someone at EIA will run the quote so that the Progressive rate shows up for you in the Notes section.




How do I use the Home Comparison Rater to quote?


Watch the following video.




How do I get Swyfft or Openly quotes before I'm appointed?


Swyfft is a coastal homeowners carrier that EIA sells in NJ, FL, TX and a few other states. Openly is a homeowners carrier that EIA sells in the states where they are available. Currently, AZ, IL, KY, OH, PA, and TN. Other states coming soon. Please send the named insured, Address, Coverage A amount, date of birth of named insured via email to Support@JoinEIA.com and someone at EIA will run the quote for you and send it to you. You'll get credit like you sold the policy and after only 1 sale, you can apply for an appointment.




How do I get Neptune Flood or NFIP quotes before I'm appointed?


Neptune Flood is a private flood insurance company. NFIP is the National Flood Insurance Program as part of FEMA Please send the named insured, address, and coverage requested via email to Support@JoinEIA.com and someone at EIA will run the quote for you and send it to you. You'll get credit like you sold the policy and after only 1 sale, you can apply for an appointment.




How do I use the Small Business Referral Tool?


Have your customer try using your Coterie Small Business product tile first but if that isn't a good fit, you can leverage the small business experts at Answer Financial. Click here for the link and watch our video to learn more Use your email as the referral code




How do I learn about the P&C carriers?


We have carrier fact sheets for you to reference where you can learn all about the carriers on the platform




What non-P&C products can I also sell with EIA?


First let's make sure we separate "Selling" vs. "Offering". For products that you are licensed for in states that you are licensed in, you can sell any of our products we have on the platform plus those products you bring to the table. Your license allows you to consult on that sale. For products which you aren't licensed for in states that your not licensed in, you can offer our products to your consumers but you can't consult on that sale. We have online direct-to-consumer quoting and buying for many of our products so just because you don't have the license, doesn't mean that you customers need to go somewhere else to get the products they need. When a customer quotes or buys a product from your website or through our partnerships which is attributed to you and for which you don't have the appropriate license, we pay a referral fee to you. EIA has built up relationships with providers for Auto, Home, Renters, Condo, Boat, Motorcycle, Umbrella, Life, Health, and more. You can also sell non-insurance products that EIA offers like LegalShield for legal protection, Reliashield for ID theft protection, Long Term Care Alternative, and home security with ADT. You can learn more about these products by clicking here




What if I have other specific questions not answered above?


Please email support@JoinEIA.com or schedule a 1 on 1 meeting with us and we can review your questions. Thanks




How do I learn about Life and Health offerings through EIA?


Check out the Life FAQ




Business cards, videos for publishing on social, and more


You can see and download these items in our brand guide link




What are the service and claims numbers for the P&C carriers?


You can use this link to find out the claims and service numbers of the carriers




EIA reduced pricing on leads contact information


Check out our blog post about our preferred lead vendor




How do I forward a domain I already own to my EIA website?





Generating Auto ID Cards


Your Customer will recieve emails from the carrier and Answer Financial but you can also generate Auto ID cards in ART




What if I want my own personalized domain?


We now have the feature for you to use your own domain. Below are the steps

  1. You can make sure the domain you want is available by checking with www.godaddy.com
  2. Write to support@JoinEIA.com with the domain name you are requesting
  3. We'll send you a 1 time invoice of $200 for set up
  4. You pay the invoice
  5. We set it up and let you know when it is ready




How do I use a domain I already own?


Below are the steps

  1. Write to support@JoinEIA.com with the domain name you are requesting to be set up with the login credentials for your domain host
  2. We'll send you a 1 time invoice of $200 for set up
  3. You pay the invoice
  4. We set it up and let you know when it is ready




What is the compensation by product?


Click on the Compensation Grid to find out the current compensation by product