Bankers Fidelity

Bankers Fidelity

Get AppointedAvailable on CSG Universal e-App

For over 60 years, Bankers Fidelity has provided tens of thousands of Americans with valuable, customer-focused insurance products. They are committed to fair and fast claims payments, which has earned them a reputation for quality service.

  • Preferred and Standard underwriting
  • Issue age and attained age plans available
  • 7-10% HHD
  • Use the App Tracker to view pending applications in the Agent Portal
  • Visit BOLT Marketplace - the one-stop shop to order personalized, printed Bankers Fidelity marketing materials
  • Get coverage decisions 1-2 days faster when you use the e-app
  • Rated A- (Excellent) by A.M. Best Company

State Availability

Signature Options

  • In Person or via Web Conference: If you are sitting face-to-face with the applicant, you would select the“In Person” signature option. You would also choose this option if you are virtually sitting with your client in a web conference, such as Skype, where you still have real-time interaction with them.
  • Remote using email: The “Remote using email” option allows you to obtain an electronic signature from your client if they are not physically with you when completing the application. With this option, your client will receive an email from DocuSign letting them know that they have received a document that requires a signature.

Download the Bankers Fidelity eApp Quick Start Guide

Household Discount

The Bankers Fidelity Household Discount ranges from 7-10%. This varies by state and is only available to qualified applicants:

  • Two or more individuals living in the same household together for at least the last 12 months, regardless of marital status or relationship to each other;
  • A married couple, regardless of whether they are living in the same house.

The applicants can either:

  • Be each applying for a policy at the same time; or
  • One person could have an existing policy and the second person is currently applying for new policy.

Rate Changes

View all rate changes by the month here.

Contact Information

  • Agent Support 866-458-7503
  • Marketing 866-458-7505
  • Underwriting/New Business 866-458-7501
  • Policyholder Services 866-458-7500
  • Claims 866-458-7499
  • Hours of Operation: 8:00 a.m. – 5:30 p.m. EST Monday – Thursday / 8:00 a.m. – 5:00 p.m. EST Friday
  • Agent Support
  • Policyholder Services
  • Agency
  • New Business Applications
  • New Business Main Fax 404-926-4030
  • New Business Alternative Fax 877-739-1804

AEP Checklist for Agents

Access Carrier Forms Here