Tools to equip you
Start building your success
From illustrations to applications, policy delivery to billing, our eSuite offers important flexibility to financial professionals and clients:
- eIllustrations: Web-based illustration software for term and whole life insurance, including ability to save illustrations to the cloud, export directly to our eApp tool and real-time snapshots of illustration data
- eApp: Full electronic application for any life or DI product, automatically identifying necessary forms based on product, insured state and more
- eDelivery: Full electronic delivery of life policies submitted through the eApp process
- eBilling: Secure online payment system for any life or DI product, including flexible draft options and automated client notifications
ON-Trac Learning NetworkOur online library of educational videos, webinars and documents featuring sessions created by agency leaders, financial professionals, experts at Ohio National and thought leaders inside and outside of the industry.
Illustration softwareProduct illustration software developed in-house and designed for ease of use, including standard ledgers, quotes, NAIC illustrations, more than 20 supplemental reports and calculators and the ability to upload sales ledger information to popular industry selling systems.
Secure financial professional website (ON-Net)Including a personalized dashboard, pending app status reports, commission statements, product marketing information, track progress towards contract and bonus levels and incentive meetings, pre-approved social media posts and more.
Virtual and in-person training
- Webinars: Live and on-demand virtual events featuring top producers and offer prospecting, sales and advanced planning strategies, a variety of training, illustration software tips and more
- Home office seminars: Sales ideas and techniques specific to whatever season of business you’re in
- Regional marketing meetings: In depth market-development and practice management meetings held across the country packed with training, product updates, proven sales ideas, case studies and more
The library of client-use approved advanced planning presentations offers a variety of topics to help you communicate estate, business and retirement planning topics to your clients. Topics include: Special needs planning, charitable giving, executive bonus, key person, split-dollar life insurance and more.
Co-op advertising reimbursement program for General Agents
Financial support for co-branded marketing efforts, seminars and client appreciation events, websites, tradeshows, sponsorships and more.
Easily check balances, submit invoices/ads and track approvals online.
Custom Marketing Solutions
Personalize, print and mail a variety of Ohio National client materials on:
- Life insurance
- Disability income (DI) insurance
- And more
Producer toolsMore than 60 links to industry organizations and vendor websites – many offering you exclusive discounts and CE credits (including MDRT, NAIFA, GAMA, LaserApp, MoneyTrax, Leap Systems® and more).