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Paper Driven Application Process (signature via fax) - PowerPoint PPT Presentation


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Paper Driven Application Process (signature via fax). Long Term Care Insurance. For Agent Use Only. Not For Solicitation Purposes. Paper Application Process Overview. Access the Application www.YourLifeSecure.com ‘Resource Center’. Print Complete Application & Forms Kit.

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Paper Driven Application Process (signature via fax)


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    1. Paper Driven Application Process(signature via fax) Long Term Care Insurance For Agent Use Only. Not For Solicitation Purposes

    2. Paper Application Process Overview Access the Application www.YourLifeSecure.com ‘Resource Center’ Print Complete Application & Forms Kit Client Appointment Consultation & Signature Data Enter Application Fax Entire Application 866-556-3393

    3. Visit your agent portal

    4. Enter the “Resource Center”

    5. Paper Application Process Overview Client Appointment Consultation & Signature Data Enter Application Fax Entire Application 866-556-3393

    6. Helpful Pop-ups (not errors)

    7. Enter “Your Business”

    8. Variances: On-Line vs. Paper

    9. Other Helpful Presentations Page by Page on-line Application Policy Decisions: Issued or Adverse Amendment Process Monitoring your Business Changes to Coverage