Portal Cheat-Sheets

Use when: writing a Final Expense or IUL app with Americo. FE product is Eagle Select. You launch it from IntegrityCONNECT — the same portal you already quote in.

1. Log into IntegrityCONNECT (your quoting portal).
2. Run a Quick Quote for the client — age, face, product.
3. From the quote, launch the Americo eApp (deep-link carries the client data over).
4. Work the health-question flow — the knockout questions route the applicant to the eligible product + rate class.
5. Complete allocations, review, and e-sign to submit.

Use when: building a client illustration for Transamerica's Financial Foundation IUL (FFIUL) — the projected growth + cash-value table you present.

1. Open the Transamerica illustration software and start a new illustration.
2. Select the product: FFIUL.
3. Enter the inputs: age, face amount, premium, rate class.
4. Pick the solve mode that matches what the client fixed (see gotchas).
5. Run it, then print / share — with the guaranteed column shown.

Note: exact menu labels vary by the illustrator version — this card is the workflow + the solve-mode trap. Confirm the current UI in-portal.

Use when: launching the FB/IG lead campaign that feeds BullpenLM. (Full turnkey pack: ~/META-CAMPAIGN-LAUNCHPACK.md.)

1. Set up the account plumbing first (see FB Business Manager card).
2. Ads Manager → Create → Objective: Leads.
3. Conversion location: Instant forms (on-Meta) — this is what feeds the webhook.
4. Build the lead form; keep field keys standard (full_name, phone_number, email).
5. Name the consent field call_text_consent so the BullpenLM webhook honors TCPA.
6. Set budget (~$50–75/day), publish, and don't touch it for 3 days (learning phase).

Use when: buying or managing dialing numbers — the per-state local-presence DIDs and the AI receptionist line (503) 461-5493.

1. Portal → Numbers → Buy a Number; match the area code to the licensed state (local presence).
2. Assign the number to a Connection (the dialer / WebRTC connection).
3. Set CNAM — the caller-ID name leads see on the ring.
4. Keep the account balance funded.

Use when: getting contracted + appointed with a carrier through the upline. This is what lets you actually submit business — do it before anything else.

1. Log into SureLC and keep your producer profile current — license, NPN, background questions, E&O, AML.
2. Request contracting with a carrier through your upline / IMO (Kumquat).
3. The carrier processes the appointment; watch for the appointed confirmation.

Use when: setting up the container that owns the Page + ad account + app. Foundational — do this once before running Meta ads.

1. Create / confirm the Business Portfolio.
2. Start Business Verification (upload the LLC docs).
3. Add or claim the Page (+ connect Instagram for IG placements).
4. Add an Ad Account + payment method; assign yourself admin.
5. Create a Dataset (Events Manager) for quality/offline-conversion optimization.
6. Grant Lead Access (Page → Lead Access) so leads can leave Meta.

Overlaps the Meta Ads card — this is the account plumbing; that one is the campaign.