handles the bulk of the effort necessary to take your case from a simple order to a fully underwritten, placed policy, and ultimately money in your pocket as paid commissions. From the time you place an order we do the work and you reap the rewards.
You begin by completing a short order form on our web site. During the order process you will be able to select the best carrier and product for your clients' needs from our integrated multi-carrier term life quote, complete with our state-of-the-art pre-underwriting questionnaire that will guide you towards a more accurate cost comparison.
Once you have selected the best carrier and product and submitted your order, takes the ball and runs with it. Your electronic order is immediately transmitted to a Tele-Interviewer who will contact your client within 24-48 hours to complete the full insurance application over the phone. This call typically takes 25-35 minutes on average but actual times may vary depending on individual circumstances. We will also schedule a paramed exam at your client's convenience.
The completed application is reviewed by our Case Coordinators, who expertly comb through the application and ensure it is "in good order". Here is where a majority of the delays with normal life insurance applications are eliminated by . We'll even keep you informed throughout the entire process so you don't lose touch with your business.
Once the application is complete it is sent to your client for their review and signature. Significant time and effort is again reduced thanks to our electronic signature platform. Signed applications are submitted to the insurance carrier within 24 business hours.
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Once your case is issued, delivered, and placed you receive your commissions, all while reducing your workload and time spent chasing requirements.