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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
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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
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.)
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.
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.
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.
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.
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.
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.
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.
The Protector Series Product Guide You can also search the product guide by typing in key words at the top right.
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.
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.
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.
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.
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.
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.
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.
x x 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.
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.
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.
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.
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.
Ready?Go to www.standard.com/di now to browse through your options.