E-App and Supplies
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E-App and Supplies Brenda Martin Senior Vice President. TMK1536 0910. Agent training only. Not for sales use. E-App. TMK1536 0610. Agent training only. Not for sales use. Laptop Minimum Requirements. CPU: 1.6 GHZ Pentium Processor RAM: 1 GB 40 GB Hard Drive

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E-App and Supplies Brenda Martin Senior Vice President

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E app and supplies brenda martin senior vice president

E-App and Supplies

Brenda Martin

Senior Vice President

TMK1536 0910

Agent training only. Not for sales use.


E app and supplies brenda martin senior vice president

E-App

TMK1536 0610

Agent training only. Not for sales use.


E app and supplies brenda martin senior vice president

Laptop Minimum Requirements

CPU: 1.6 GHZ Pentium Processor

RAM: 1 GB

40 GB Hard Drive

DVD Rewritable Drive (DVD-RW)


E app and supplies brenda martin senior vice president

Laptop Minimum Requirements

14.1-inch monitor or larger (1024x768 minimum resolution)

At least one USB port

Audio Capable


E app and supplies brenda martin senior vice president

E-App

Java must also be added and enabled within Internet Explorer. (Mozilla, Chrome, and Safari are not compatible.)

Note: E-App will not work with mini-laptops or netbooks


E app and supplies brenda martin senior vice president

E-App Agent Training

Assign someone to help with the download process

Train the Agent how to use the E-App


E app and supplies brenda martin senior vice president

E-App – Agent Training

Must synchronize with the Home Office every 7 days (upload/download)

Always load the Franchise before arriving at the customer’s place of business.


E app and supplies brenda martin senior vice president

E-App – Agent Training

The customer’s electronic signature is considered the same as any other signature.

There is NEVER a circumstance when the Agent can type the customer’s name.


E app and supplies brenda martin senior vice president

E-App – Agent Training

Verify the correct Agent number is selected for commissions before upload – no adjustments

Verify the email address and phone numbers within the Agent Information section.

Confirmations will be sent to this e-mail address and the phone number selected for text messaging.


E app and supplies brenda martin senior vice president

E-App Uploads

Don’t hold apps until Friday

Apps must be uploaded by 3:30 p.m. Central time on Friday to count in the gross submit for the week.

Apps with complex beneficiaries (3 or more or other) require an additional day of underwriting – upload by 3:30 p.m. on Thursday to count towards the week’s gross submit.


E app and supplies brenda martin senior vice president

E-App Uploads

Problem locations

Hotel Chains and Fast Food Restaurants with a proprietary Firewall Protected Corporate Networks.

Known locations are:  Panera Bread, Motel 6, Chik Fil –A, Etc.

Upload from a proven network such as home or office.


E app and supplies brenda martin senior vice president

E-App Upload Problems

  • Send email to [email protected]

  • Friday uploads

    • Send e-mail to document the problem

    • Call 1-800-925-6792 Option 2 for assistance


E app and supplies brenda martin senior vice president

E-App – BM Information

Confirmation email sent to your Branch Manager mailbox

View details of E-Apps uploaded on website


E app and supplies brenda martin senior vice president

E-App


E app and supplies brenda martin senior vice president

E-App

Applications uploaded on this date

Listed in Agent number order

Test Apps will not display


E app and supplies brenda martin senior vice president

E-App

Details will vary based on the information required to issue the policy.

General information includes:

Date and time of upload

App type

Submitting Agent

Commissioned Agent

Mode of Payment

Employer

Franchise Number

Employment Date

Mode Premium

Total Annual Premium


E app and supplies brenda martin senior vice president

E-App


E app and supplies brenda martin senior vice president

E-App

Applicant info – Related to Agent

Primary Insured info


E app and supplies brenda martin senior vice president

E-App

Relationship of Applicant to Insured

Address, phone, etc.


E app and supplies brenda martin senior vice president

E-App

Bank name and address and bank routing number if app was submitted on bank draft

Trial app - if applicable

“Not gathered for this policy type” if the information is not required


E app and supplies brenda martin senior vice president

Review

Review the details of the applications uploaded and identify training needs

If you suspect fraudulent activity, contact:

[email protected]

or

[email protected]


E app and supplies brenda martin senior vice president

Supplies

TMK1536 0610


E app and supplies brenda martin senior vice president

Ordering Supplies - LNL

Know your Order Week

LNL system will only allow you to order one day during your assigned Order Week.

Allow 7 days for shipping


E app and supplies brenda martin senior vice president

Ordering Supplies - LNL


E app and supplies brenda martin senior vice president

Ordering Supplies - LNL


E app and supplies brenda martin senior vice president

Ordering Supplies - LNL


E app and supplies brenda martin senior vice president

Ordering Supplies - LNL


E app and supplies brenda martin senior vice president

Ordering Supplies - LNL


E app and supplies brenda martin senior vice president

Ordering Supplies - LNL


E app and supplies brenda martin senior vice president

Ordering Supplies - LNL


E app and supplies brenda martin senior vice president

Ordering Supplies - LNL


E app and supplies brenda martin senior vice president

Ordering Supplies - LNL


E app and supplies brenda martin senior vice president

Ordering Supplies - LNL


E app and supplies brenda martin senior vice president

Ordering Supplies

Form Numbers by state can be found in your online reports on IC072001


E app and supplies brenda martin senior vice president

Ordering Supplies

Verify applications and brochures required on the Product Availability Chart


E app and supplies brenda martin senior vice president

Oral Swab Order Form


E app and supplies brenda martin senior vice president

Ordering Supplies - UA

UA Branches that have not converted order LNL supplies on the LNL website


E app and supplies brenda martin senior vice president

Ordering Supplies - UA


E app and supplies brenda martin senior vice president

Ordering Supplies - UA

UA e-mail order form – order will be processed during your Order Week


E app and supplies brenda martin senior vice president

Ordering Supplies - UA

UA orders


E app and supplies brenda martin senior vice president

Ordering Supplies

  • Lead items charged to Lead Account

  • Lead Boxes:

    • Cancer

    • MedFacts

    • Child Safe

    • Medicare Supplement (UA only)

    • HDF (UA only)

  • Child Safe Kits

  • MedFacts Kits


E app and supplies brenda martin senior vice president

Ordering Supplies

Lead items not charged to Lead Account

Recruiting

Memorial Guide

Door Hanges


E app and supplies brenda martin senior vice president

Ordering Supplies

Emergency Supply Requests or questions

E-mail [email protected]

Shipping charged to Branch Manager’s pay


E app and supplies brenda martin senior vice president

Ordering Supplies

First Year - The supplies are charged to the supply account. Supply account charges will appear on the monthly Branch expense account.Office supplies will only be approved if the Z-Account is positive.


E app and supplies brenda martin senior vice president

Ordering Supplies

Office supplies are ordered through OfficeMax.

Toner – Order from B2B Toner


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