sales connection - squarespacestatic.squarespace.com/static/52a53e3de4b0d9959707... · sales...
TRANSCRIPT
![Page 1: Sales Connection - Squarespacestatic.squarespace.com/static/52a53e3de4b0d9959707... · Sales Connection Requirements Sales Connection is a web based application and works best with](https://reader033.vdocuments.mx/reader033/viewer/2022042713/5f40e02f5766a506db474de3/html5/thumbnails/1.jpg)
1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .
Sales Connection
Registration
![Page 2: Sales Connection - Squarespacestatic.squarespace.com/static/52a53e3de4b0d9959707... · Sales Connection Requirements Sales Connection is a web based application and works best with](https://reader033.vdocuments.mx/reader033/viewer/2022042713/5f40e02f5766a506db474de3/html5/thumbnails/2.jpg)
1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .
Sales Connection Requirements
Sales Connection is a web based
application and works best with a
touch screen device.
The device must have Internet
access with 3G or better (4G,
LTE, etc.).
![Page 3: Sales Connection - Squarespacestatic.squarespace.com/static/52a53e3de4b0d9959707... · Sales Connection Requirements Sales Connection is a web based application and works best with](https://reader033.vdocuments.mx/reader033/viewer/2022042713/5f40e02f5766a506db474de3/html5/thumbnails/3.jpg)
1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .
iPad® Requirements
Must have a 2nd
generation iPad or
better.
Pop up blocker must be
turned off (grey).
The block cookies
option must be set to
“Never” or “From third
parties and advertisers”
To access these settings
tap on “Settings” icon then
tap “Safari”.
![Page 4: Sales Connection - Squarespacestatic.squarespace.com/static/52a53e3de4b0d9959707... · Sales Connection Requirements Sales Connection is a web based application and works best with](https://reader033.vdocuments.mx/reader033/viewer/2022042713/5f40e02f5766a506db474de3/html5/thumbnails/4.jpg)
1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .
Sales Connection Access
To access Sales Connection type in
SC.Americo.com in your internet browser.
Notice there is no “www” at the beginning of
this web address.
![Page 5: Sales Connection - Squarespacestatic.squarespace.com/static/52a53e3de4b0d9959707... · Sales Connection Requirements Sales Connection is a web based application and works best with](https://reader033.vdocuments.mx/reader033/viewer/2022042713/5f40e02f5766a506db474de3/html5/thumbnails/5.jpg)
1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .
Americo.comREGISTRATION
![Page 6: Sales Connection - Squarespacestatic.squarespace.com/static/52a53e3de4b0d9959707... · Sales Connection Requirements Sales Connection is a web based application and works best with](https://reader033.vdocuments.mx/reader033/viewer/2022042713/5f40e02f5766a506db474de3/html5/thumbnails/6.jpg)
1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .
Account Registration
sc.americo.com
To access Sales Connection, you will first need
to set up an Agent Account.
You will need:
• Exact full name on your Agent license
• Last 4 digits of your Social Security Number
• Americo Agent number
• Valid email address
![Page 7: Sales Connection - Squarespacestatic.squarespace.com/static/52a53e3de4b0d9959707... · Sales Connection Requirements Sales Connection is a web based application and works best with](https://reader033.vdocuments.mx/reader033/viewer/2022042713/5f40e02f5766a506db474de3/html5/thumbnails/7.jpg)
1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .
Account Registration
Go to sc.americo.com
Click on “Create New
Agent Account”.
![Page 8: Sales Connection - Squarespacestatic.squarespace.com/static/52a53e3de4b0d9959707... · Sales Connection Requirements Sales Connection is a web based application and works best with](https://reader033.vdocuments.mx/reader033/viewer/2022042713/5f40e02f5766a506db474de3/html5/thumbnails/8.jpg)
1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .
Account Registration
Click “Next” and follow the
instructions to register.
![Page 9: Sales Connection - Squarespacestatic.squarespace.com/static/52a53e3de4b0d9959707... · Sales Connection Requirements Sales Connection is a web based application and works best with](https://reader033.vdocuments.mx/reader033/viewer/2022042713/5f40e02f5766a506db474de3/html5/thumbnails/9.jpg)
1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .
Account Registration
Complete all fields
marked with *.
Your name must match
the name on your Agent
license.
You must be appointed
with Americo to register.
You can only register
once.
![Page 10: Sales Connection - Squarespacestatic.squarespace.com/static/52a53e3de4b0d9959707... · Sales Connection Requirements Sales Connection is a web based application and works best with](https://reader033.vdocuments.mx/reader033/viewer/2022042713/5f40e02f5766a506db474de3/html5/thumbnails/10.jpg)
1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .
Account Registration
Create a Username and
Password you will
remember.
![Page 11: Sales Connection - Squarespacestatic.squarespace.com/static/52a53e3de4b0d9959707... · Sales Connection Requirements Sales Connection is a web based application and works best with](https://reader033.vdocuments.mx/reader033/viewer/2022042713/5f40e02f5766a506db474de3/html5/thumbnails/11.jpg)
1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .
Account Registration
Select security questions
and type in answers to
these questions.
These questions and
answers are used to verify
your identity in order to
recover your Username or
Password.
![Page 12: Sales Connection - Squarespacestatic.squarespace.com/static/52a53e3de4b0d9959707... · Sales Connection Requirements Sales Connection is a web based application and works best with](https://reader033.vdocuments.mx/reader033/viewer/2022042713/5f40e02f5766a506db474de3/html5/thumbnails/12.jpg)
1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .
Account Registration
Once you have completed
the registration process
click “FINISH” to return to
the login page.
![Page 13: Sales Connection - Squarespacestatic.squarespace.com/static/52a53e3de4b0d9959707... · Sales Connection Requirements Sales Connection is a web based application and works best with](https://reader033.vdocuments.mx/reader033/viewer/2022042713/5f40e02f5766a506db474de3/html5/thumbnails/13.jpg)
1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .1 4 - 1 4 2 - 9 ( 0 7 / 1 4 ) © A M E R I C O F O R A G E N T U S E O N L Y . N O T F O R P U B L I C U S E .
Sales Connection
For assistance call Sales Support -
800.231.0801