Once your case is sold and you have sent us the request form, we will contact your client to complete the formal application by telephone.
We will explain the medical and financial requirements and can schedule the exam and/or telephone interview from issuing company, if necessary.
After completion, we will fax or e-mail your client the application for electronic signature or indicate signature pages to be returned.
We will then fax or e-mail a copy to you with the agent signature pages that need to be returned.
As soon as signatures are received, the app will be electronically submitted to the carrier.
Before you schedule an interview, your case must be sold and you must inform your client that they will be receiving a call to complete the application.
You must inform your clients about the other underwriting requirements, if any.
A secured copy of the application is sent to you and your client after completion.
A Live App™ operator will schedule a medical exam and telephone interview from carrier, if necessary.
A Live App™ operator is not in sales and cannot answer detailed questions about the product being applied for.
It is a service that is utilized to complete the application process only.
All information is confidential and is only shared with the insurance company being applied with.
A secured copy of the application is sent to you after completion.
A Live App™ Operator cannot answer questions about the coverage being applied for.
A Live App™ Operator will schedule a medical exam and telephone interview from carrier, if necessary, as well as inform you of any other requirements.