Underwriting Grids

These resource’s are a mobile-optimized version of the underwriting grids. Provided you have an internet connection, you can use this tool in the home to determine which products are available for clients with certain health conditions or certain retirement goals. When you access this tool, be sure to add it to the home screen of your mobile device or tablet for easy and quick access in the future.

Final Expense
Mortgage Term

National Agents Alliance has undergone an effort to make the product grids for our agents available online and optimized for your mobile devices. This ensures that the most recent documents are always available for use right in the palm of your hand!

National Agents Alliance’s Jay Daugherty walks you through a tutorial of how to use these mobile web grids by going step by step through some examples within the Final Expense Grid. While Jay uses the Final Expense Grid as an example, the other grids work in the exact same way, so learning how to use one is good for them all!

Product Pocket Guide

This resource is a mobile optimized product guide. Provided you have an internet connection you can use this tool in the home to determine which product best fits your client’s needs. This guide lists all available products that NAA provides and is separated into product types. A brief description of each product is listed as well.

Product Pocket Guide

Have an agent who is learning the ropes? Need a quick reference that is always at your finger tips? Want a strategic advantage that fits right in your pocket?

Check out the new Product Pocket Guide in the Underwriting Grd Resources section of NAA University! This is a great mobile tool that provides instant highlights for every product that National Agents Alliance sells — Quick answers right at your fingertips, another innovation brought to you by NAAU!

Final Expense Grid
Mortgage Term Grid
Annuity Grid
Product Pocket Guide