e-ApplicationsSimply click on the carrier name to access that carrier's e-app. Some may logging into the home office website with your agent code while others simply allow you to go directly to our agency portal.
There are some state specific links so please be sure to use the right link as indicated in Red. IMPORTANT: e-apps do not impact your client's rates or your compensation and you are not required to use an e-app for any face amount to do business with us. E-apps are tools that make App to Underwriting to Placement much quicker! You can still meet with clients or complete them over the phone. Please don't hesitate to call Bill Jr for a walk through of these processes. They really do speed up your business and getting your applicants covered much quicker than the paper application process. |
Get out of the paper lake before you and a client drown! Average paper app is 21 pages!
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For a paper point of sale "Quick Ticket", use the 2 pager which does not require client signatures CLICK HERE to get the form. Then contact Bill Jr about how to proceed with it once filled out. Or you can click one of the links below and directly input your application.
Click here to input an AIG/American General Quick Ticket for the state of Texas and most other states.
Click here for the state specific link If you are writing a case in AL, CA, GA, NC, NM, VA or WV
Here is the What to Expect Next pdf to send your client so that they are prepared for the interview and exam.
Click here to input an AIG/American General Quick Ticket for the state of Texas and most other states.
Click here for the state specific link If you are writing a case in AL, CA, GA, NC, NM, VA or WV
Here is the What to Expect Next pdf to send your client so that they are prepared for the interview and exam.
Simple to use for all of your SBLI Term Cases. You complete the form (Click here for it) you sign it and then fax or email to our office to have it submitted! It just doesn't get any easier than this. Call center is powered by EMSI. You will want to be sure to give your client this "what to expect" form.
REMEMBER, if the applicant is age 60 or less there is No exam or labs and they can simply ignore that part of the form! OR you can get fancy and download this form (What to expect next on Your Non Med Application)
REMEMBER, if the applicant is age 60 or less there is No exam or labs and they can simply ignore that part of the form! OR you can get fancy and download this form (What to expect next on Your Non Med Application)
Click here for Protective Life's Tele-App. You can do this one on paper or online. Teleapp is to use and interviews are conducted by Protective Staff. (If you are writing in AL, FL, GA, KY, IL, MA, MT, NC, NM, SD, UT, VA, WV Please Click here for the state specific link. ) paper versions that can be faxed in click here to pull from our forms site, they are state specific and do require client signatures!
Click here for United of Omaha logging in and access to the IGO platform which means you get to complete a "regular" app but online and when submitted your client does not have a phone interview to complete & you (or we) can order the exam! You need to have an active agent code with us and either log in or register on the United of Omaha website to use this but it is worth it! Case approvals using this method are on average 10 to 15 days quicker! When ready we will walk you through the UofO website!
Here is a data collection piece you can use at point of sale! & The What to Expect next client piece is here.
Here is a data collection piece you can use at point of sale! & The What to Expect next client piece is here.
Click here for Banner Life's App Assist Process. It is very simple to use and pre-qualifies your applicant rate wise too! Note, you must be contracted before using. If you have more than one agent code with us for Banner be sure you use the state specific one, if in doubt call us first. The more simple way to use Banner's App Assist Process is by completing this Request for Interview Form no client signatures needed, only yours, then you email or fax to us for proper submission to Banner.
Click here for the client What to Expect Next pdf to send your client.
Click here for the client What to Expect Next pdf to send your client.