Transcript Find Marketing Materials

It’s easy to find IDI sales, marketing
and reference materials
For producer use only. Not for use with consumers.
Table of Contents
Where you can
• find IDI webpages for financial professionals
• find IDI product information
• find IDI underwriting information
• find IDI forms and applications
• find IDI marketing and reference materials
• order preprinted IDI marketing materials
14508 Where you can find IDI sales, marketing and reference materials
©2009 Standard Insurance Company
Where you can find IDI web pages for
financial professionals
The Standard makes it easy to find, download
or order what you need for your office
Log on to
www.standard.com/di
This is the home page
of The Standard’s
IDI resources for
financial professionals.
(The other two website
views are for
employers and
individual consumers.)
14508 Where you can find IDI sales, marketing and reference materials
©2009 Standard Insurance Company
Your IDI home page: www.standard.com/di
Bookmark this page
From this page you can
navigate to any IDI
resources you desire at
The Standard.
You do not need a
password to use most
of the functions on
this page.
14508 Where you can find IDI sales, marketing and reference materials
©2009 Standard Insurance Company
Where you can find IDI product information
Where you can find product information
Information about
The Protector SeriesSM
IDI is located in the
center of the page
via the links titled
•Personal Income
xReplacement
•Business Protection.
14508 Where you can find IDI sales, marketing and reference materials
©2009 Standard Insurance Company
Product Information
After you click on Personal
Income Replacement
and Business Protection
you will see these product
pages with links to sample
policies and policy
summaries for The
ProtectorSM and
The Protector+SM disability
income insurance,
or The Business
ProtectorSM business
overhead disability
insurance, and The
Business Equity
ProtectorSM buy/sell
funding disability
insurance.
14508 Where you can find IDI sales, marketing and reference materials
©2009 Standard Insurance Company
The Protector Series Product Guide
The online reference
version of The
Protector Series
Product Guide
is at the center of
the web page.
This electronic product
guide incorporates all
the changes to the
guide since printing.
Click on View Guide.
14508 Where you can find IDI sales, marketing and reference materials
©2009 Standard Insurance Company
The Protector Series Product Guide
Move your mouse over
any index item and
click to link directly to
the topic within the
guide.
There is also an
electronically linked
alphabetical index to
the occupation class
listings.
14508 Where you can find IDI sales, marketing and reference materials
©2009 Standard Insurance Company
The Protector Series Product Guide
From within the
occupation class
listings, you can
navigate to other occ
classes using the
alphabetical tabs.
When you wish to
return to the table of
contents, the link at the
top Back to index takes
you there.
14508 Where you can find IDI sales, marketing and reference materials
©2009 Standard Insurance Company
The Protector Series Product Guide
You can also return
to the table of
contents from other
pages by selecting
the back to index
link at the bottom
of each page.
14508 Where you can find IDI sales, marketing and reference materials
©2009 Standard Insurance Company
The Protector Series Product Guide
You can also
search the product
guide by typing in
key words
at the top right.
14508 Where you can find IDI sales, marketing and reference materials
©2009 Standard Insurance Company
Where you can find IDI underwriting information
IDI Underwriting Guidelines
You can access IDI’s
Underwriting
Guidelines on the IDI
financial professionals
home page, by
navigating down the
page to Related
information and
selecting Underwriting
Guidelines.
14508 Where you can find IDI sales, marketing and reference materials
©2009 Standard Insurance Company
IDI Underwriting Guidelines
For your convenience, the
Underwriting Guidelines
document also has live links in
its index.
In addition, Underwriting
Guidelines are also included in
the product guide.
14508 Where you can find IDI sales, marketing and reference materials
©2009 Standard Insurance Company
Where you can find and download
IDI forms and applications
IDI forms and applications
To locate IDI
forms and
applications for
your state, select
the Find Forms
link on the right of
the IDI financial
professionals
home page.
14508 Where you can find IDI sales, marketing and reference materials
©2009 Standard Insurance Company
Where you can find IDI marketing and reference
materials to support your sales
IDI Marketing, Sales and Training Materials
To locate IDI
marketing, sales
and training
materials, select
the Find
Marketing
Materials link on
the right of the IDI
financial
professionals
home page.
14508 Where you can find IDI sales, marketing and reference materials
©2009 Standard Insurance Company
IDI Marketing, Sales and Training Materials
All available
materials will then
appear on a page
that looks like the
one at right.
Each column is
sortable, with the
default sort
displaying based
on the most
recent revision
date.
14508 Where you can find IDI sales, marketing and reference materials
©2009 Standard Insurance Company
IDI Marketing, Sales and Training Materials
The button at the
top of the page
How to use this
page will lead you
to details you may
find helpful.
14508 Where you can find IDI sales, marketing and reference materials
©2009 Standard Insurance Company
IDI Marketing, Sales and Training Materials
Another useful
feature of this
page is the Select
your area of
interest button.
Once you click it
you will see these
choices.
14508 Where you can find IDI sales, marketing and reference materials
©2009 Standard Insurance Company
IDI Marketing, Sales and Training Materials
As you can see, there are many choices, including a filter for materials
related to guarantee issue (GI), small businesses as well direct link to all
Do-It-Yourself and presentation options. To see your choice(s), click
Display Selection.
x
x
14508 Where you can find IDI sales, marketing and reference materials
©2009 Standard Insurance Company
IDI Marketing, Sales and Training Materials
Another way to search
the main listing, is to
type Control F on
your keyboard. This
will launch a search
function.
In the example on the
right, typing the letters
Old Fashion in the
Find pop-up and then
clicking on the Next
button, located the Old
Fashioned
Underwriting Flyer.
14508 Where you can find IDI sales, marketing and reference materials
©2009 Standard Insurance Company
Where you can order preprinted
IDI marketing materials
Ordering preprinted materials
To order
preprinted
materials, click
in the box for
the item in
which you are
interested. In
this example,
The Standard’s
Financial
Strength flyer is
selected.
A thumbnail view and description appears on the left for each item as
you roll your mouse over any part of its line in the list.
14508 Where you can find IDI sales, marketing and reference materials
©2009 Standard Insurance Company
Ordering preprinted materials
Once you’ve
made your
selection, the
ordering is just
like “shopping
cart” online
ordering.
Select the
button with the
shopping cart
icon to see your
order.
14508 Where you can find IDI sales, marketing and reference materials
©2009 Standard Insurance Company
Ordering preprinted materials
The default
quantity setting is
the minimum order
you can place for
each item. To order
more, in this
example, 100, type
in the amount you
would like to order.
If you request more
than the maximum
order, you will be prompted to either accept the maximum order or to
contact getinfo@standard to request an exception.
Note: As long as cookies are enabled on your computer, you only have
to complete your shipping information once, and it will auto fill the next
time you place an order.
14508 Where you can find IDI sales, marketing and reference materials
©2009 Standard Insurance Company
Ready?
Go to www.standard.com/di now to browse through your options.
14508 Where you can find IDI sales, marketing and reference materials
©2009 Standard Insurance Company
14508 Where you can find IDI sales, marketing and reference materials
©2009 Standard Insurance Company