The Blair Agency
The Blair Agency offers the professional financial advisor one stop access to a broad spectrum of insurance products from the finest insurance carriers. Since 1972, we have served the needs of brokers and advisors in Missouri, Arkansas, Kansas, Oklahoma and southwest Illinois with a full range of “value added” support resources to assist in properly integrating insurance products into an overall financial or estate plan. Our staff provides expert point of sale assistance and a full service experienced back office. The combination of our local service and support with the Capitas Financial network of member firms is unmatched in the insurance industry. We are committed to your success.
Office: 314-961-0013 | Fax: 314-961-0091 | Email: [email protected]
Territories: AR . IL . KS . MO . OK
Website: www.theblairagency.com
The Blair Agency Overview & Directories: The Blair Agency Office Directory | Sales and Marketing Platform | The Blair Agency - Capitas Value Proposition
Team Biographies: Michael Blair | Tom Alexander | Jessica Ingram | Steve Curry | Mark Haar | Chuck Wold
Capitas Marketing Pieces and Concepts
Capitas Registered Investment Advisors (RIAs)
Forms: Application Request Form | Inforce Request Authorization Form | Preliminary Fact Finder | Life Made Simple Application Request
Broker Quick Links
Carrier and Product Comparison
Capitas Financial utilizes the most current and accurate software available in today’s marketplace. Click on the link to search for up-to-date carrier and product information.
Please note that registration for an iPipeline PipePass ID and password is required (see details on the site). If after logging in you receive an error, please try clearing your browser history and/or cache, close the browser and log in with a new session. Your iPipeline PipePass ID and password will be the same for all the iPipeline Tools (Forms, Carrier and Product Information, Underwriting, and iGo).
With Data View, you will be able to access case status, licensing and appointments. Use your Data View log-in to access this site. If you do not have a log-in, please follow the details on the website to obtain access.
eValuate is a robust multi-level field-underwriting tool, capturing relevant application information and providing preliminary quotes in real time based on carrier specific underwriting guidelines. With a unique rules based underwriting technology platform, eValuate is able to provide immediate insights to help streamline the application process, providing dynamic quote classifications and prices more efficiently for both agents and carriers.
Capitas Financial has worked with iPipeline to better provide you with the forms you need to keep business rolling. Using this feature you are able to search, download, and print from a wide variety of carrier, state and product forms.
Please note that registration for an iPipeline PipePass ID and password is required (see details on the site). If after logging in you receive an error, please try clearing your browser history and/or cache, close the browser and log in with a new session. Your iPipeline PipePass ID and password will be the same for all the iPipeline Tools (Forms, Carrier and Product Information, Underwriting, and iGo).
iGO, an intelligent fillable form, enables producers to improve efficiency and productivity by eliminating errors and producing 100% in Good Order submissions. When used with e-Signature and e-Submission, iGO users can achieve straight-through processing and speed up the sales cycle.
Please note that registration for an iPipeline PipePass ID and password is required (see details on the site). If after logging in you receive an error, please try clearing your browser history and/or cache, close the browser and log in with a new session. Your iPipeline PipePass ID and password will be the same for all the iPipeline Tools (Forms, Carrier and Product Information, Underwriting, and iGo).
LifePipe, the most widely-used term quote engine in the industry, gives your agency and producers the power and flexibility they need to cut through labor-intensive processes and quickly research, quote and transact life insurance faster. LifePipe auto populates iGO e-App with information from our Term Quote product.
Please note that registration for an iPipeline PipePass ID and password is required (see details on the site). If after logging in you receive an error, please try clearing your browser history and/or cache, close the browser and log in with a new session. Your iPipeline PipePass ID and password will be the same for all the iPipeline Tools (Forms, Carrier and Product Information, Underwriting, and iGo).
LifePipe, the most widely-used term quote engine in the industry, gives your agency and producers the power and flexibility to do mobile quoting with Apple or Android devices. This tool does not require a user ID or password.
Capitas Financial utilizes the most current and accurate software available in today’s marketplace. Click on the link to search for up-to-date underwriting requirements and guidelines.
Please note that registration for an iPipeline PipePass ID and password is required (see details on the site). If after logging in you receive an error, please try clearing your browser history and/or cache, close the browser and log in with a new session. Your iPipeline PipePass ID and password will be the same for all the iPipeline Tools (Forms, Carrier and Product Information, Underwriting, and iGo).
VitalSigns quickly and reliably qualifies a carrier's financial strength in a variety of easy-to-understand reports. VitalSigns uses yearly financials reported to the NAIC and ratings from the 5 leading ratings services with a Comdex ranking helps interpret the ratings. Use your VitalSalesSuite user ID and password to access this site. If you do not have a login please contact [email protected].
XRAE is a field underwriting tool that immediately returns a health class rating or range based on published and unpublished carrier underwriting rules. XRAE maintains the confidentiality of the each carrier’s rules and ensures the consistent, accurate application of those rules to each case, while enabling agents to set realistic customer expectations on-demand. Agents sell more, and carriers and distributors increase placement ratios.
Please contact the administrator at your Capitas Partner Office to obtain a User ID/Password.