Transamerica

Transamerica offers a complete product portfolio for appointed agents from Final Expense Solutions, Term, Universal Life, and Indexed Universal Life for both individuals and businesses. Although the products links will give you an overview of their products along with rates for most of what they offer, the software, which is downloadable to agents, provides quotes on Whole Life Final Expense, illustrations to their Term & Universal Life products.

The Transamerica Agent Portal will provide:

  • Notable News and Dates to Remember ??? Get the most current information regarding new products, important process changes, product updates, and key dates for upcoming events.
  • Commissions and Financial Reporting ??? Check your pending and past commissions, view potential future commission and find out if your account has insufficient collateral. Monthly earned statements are available to view or save in PDF. Managers can view commissions for their producers and know whose potential earnings are less than their debit balance. Personal and unit persistency is available and managers can determine agents with low persistency.
  • Forms ??? Enjoy easy, 24-hour-a-day access to all state-specific forms to keep your new cases moving forward.
  • Inforce Policy ??? View your Inforce policies online. For each policy, you will see coverage information, policy detail and sub-account information (when applicable).
  • Product Information ??? Everything you need to know about available products is online. Get information about state approvals, interest rates, product specs, underwriting guidelines???you can even print out a client brochure!
  • Pending Reports ??? Find out where your cases stand by accessing these pending reports. You can even e-mail the underwriter on the case. Managers can also view pending cases by producer.
  • Production Tracking ??? Track submitted and placed business by week, month, and year to date and compare to previous year???s production. Managers can view their personal production and their unit production.
  • Software Downloads ??? No more waiting to receive your software! You can download software and software updates directly from our website.
  • Supply Fulfillment ??? Easy 2-step ordering process available 24 hours a day, 7 days a week. Track your order with UPS tracking. Email confirmation and order history also available.


  • Beginning summer of 2012 Transamerica introduced many term products, the Trend Setter line.
  • As 2013 will see changes to the industry; carriers will be changing their UL products; be sure to visit their agent portal to stay up-date and see the changes.
  • As of March 2013, Monumental Life Solutions is now part of the Tranamerica family of Life Insurance products.