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Welcome!. Agent Training Submitting New Business. Welcome to CBS. The Process. CBS Receives Agent Contracting Kit. Agent Receives Welcome Email With Link to Sign up to Submit Business On-line. Agent Goes to Link to Activate.

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welcome

Welcome!

Agent Training

Submitting New Business

the process

Welcome to CBS

The Process
  • CBS Receives Agent
  • Contracting Kit
  • Agent Receives Welcome Email With Link to Sign up to Submit Business On-line
  • Agent Goes to Link to Activate
  • Agent Receives Auto-email with TWO Personal Links to Submit Business On-line
  • Agent is Now Ready to Submit Business On-line!
  • Agent May Now Quickly and Easily Generate Quotes

LINK1 – Agent Back Office: www.agentusername.virtualinsurance.net/admin

LINK2 - Generate Quote/On-line App: www.agentusername.virtualinsurance.net

2

sample auto email sent to agent

The Process Continued

Sample Auto-Email sent to Agent

www.agentusername.virtualinsurance.net/admin

www.agentusername.virtualinsurance.net

3

submitting business on line

Streamlined Process

Submitting Business On-line
  • Log into provided agent specific link.
  • Select product client has chosen.
  • Follow steps to complete application with client present, sign & upload.
      • If client not present, Agent skips the signing portion & application is emailed to client.
            • Client receives email, signs app & returns to agent for agent to complete process.

EXPEDITE PROCESSING!! Applications free of errors are processed quickly and accurately. Please review all information prior to submission.

4

agent login
Agent Login

www.agentusername.virtualinsurance.net

5

primary insured
Primary Insured

Enter Info Required

6

primary insured1
Primary Insured

Select Plan

Sample of “Single” Shown

7

primary insured2
Primary Insured

Select Plan

Sample of

“Spouse & Children” Shown

8

primary insured3
Primary Insured

Review page thoroughly with client

Review Plan & Apply

SINGLE OPTION SHOWN

FAMILY OPTION SHOWN

9

on line application

Begin Application

On-line Application

SS#

is required

to apply for

product

Accuracy now saves

time later!

MUST be a U.S. Citizen to apply

10

on line application1
On-line Application

If Family was added

in quoted section,

THIS BOX MUST BE SELECTED

And ALL sections completed.

11

on line application2

Medical Questions

On-line Application
  • NOTE:
  • Explanations MUST be required for any questions answered with a “YES”
    • Explanation to include: Who / What Condition / Diagnosis Dates / Dr. Info
  • Questions 1-8 pertain to ALL persons on application (applicant - not family history questions)
  • Question regarding smoker/non-smoker MUST correspond to answer entered at beginning of application process
  • If YES to question #9: Who, What condition diagnosed & age must be explained.

12

on line application3

Banking Info

On-line Application

NOTE:

Bank draft option allows client to choose draft date / Credit Card option charges immediately.

Select Bank Draft or Credit Card ONLY

When Bank Draft is selected: “Payor” question MUST be answered. If Payor is NOT the insured, the Payor will be required to sign off on Bank Draft.

If selected: Agent MUST enter in Agent’s Back Office

13

on line application4

Understanding Critical Condition

On-line Application

System will prompt client to scroll through & read entire document before accepting at the end.

14

on line application5

Obtaining Client Digital Signature

On-line Application
  • Client Present: Select “Sign Now”
    • CLIENT MUST BE PRESENT IN PERSON OR VIA SCREEN SHARE TO SELECT THIS OPTION (once client signs, AGENT MUST go to back office to provide agent signature & upload)
  • Client NOT Present: Select “I do not wish to sign at this time”
    • Agent MUST then log into back office to send email to client: www.agentusername.virtualinsurance.net/admin Agent will then be required to sign & upload the completed app.

Agent MUST then click to Finish

Processing Application

15

on line application6

“Sign Now Option” Chosen:

Obtaining Client Signature while client present in person or via screen share

On-line Application

Primary’s Info

Fraud Warning

Disclosure Statement

Confirm Doctor’s Info

Confirm Bank Info

Understanding Benefits

Understanding Benefits Cont.

Understanding Benefits Cont.

Understanding Benefits Cont.

Application Signature Sheet

CI Policy Info

Client will review & click “sign” on all 11 pages.

Agent CANNOT sign on Client’s behalf.

16

on line application7

Sample of Client Application Signed while present with Agent

On-line Application

Agent MUST click to go to back office to provide agent signature & upload app.

17

agent back office1

Policies

Agent Back Office

Click on Client’s Name

“C” Shows Client Signature Complete

19

agent back office2
Agent Back Office

Click to complete

19.1

agent back office6

Obtaining Agent Signature Continued

Agent Back Office

MUST RETURN TO POLICY MANAGER TO UPLOAD APP

23

agent back office7

Obtaining Agent Signature Completed

Agent Back Office

“A” Shows Agent Signature Complete

Click on Client’s Name to upload

24

agent back office10

Policy Shows as “uploaded”

Agent Back Office

Status Codes:

“C”: Client Signed

“A”: Agent Signed

“U”: Uploaded to CBL

“$”: Client paid by credit card

“P”: Payor Sign

27

on line application8

If the proposed insured is NOT the premium PAYOR

On-line Application

Signature of PAYOR will be required –

In Agent’s Back Office

Payor is sent email with instructions to submit signature

28

agent back office11

When App is completed & option is chosen for: “I do not wish to sign at this time”: Agent MUST log into their back office to initiate obtaining client’s signature

Agent Log-in: www.agentusername.virtualinsurance.net/admin

Agent Back Office

Select “List Policies”

29

on line application9

Client Signature

On-line Application

Primary’s Info

Fraud Warning

Disclosure Statement

Confirm Doctor’s Info

Confirm Bank Info

Understanding Benefits

Understanding Benefits Cont.

Understanding Benefits Cont.

Understanding Benefits Cont.

Application Signature Sheet

CI Policy Info

Client will review & click “sign” on all 11 pages.

33

client signature complete

Agent Back Office

Client Signature Complete

Agent Notification automatically emailed to agent

Agent MUST go to their back office in order to provide AGENT SIGNATURE and to upload app. as previously demonstrated.

www.agentusername.virtualinsurance.net/admin

34

slide36

Thank You!

You are now ready to begin submitting business on-line!

CBS INSURANCE

PO. BOX 50145 PHOENIX, ARIZONA 85076PHONE: 888-455-7462FAX: 480-706-4507

  • AGENT Services
  • CLIENT Services

888-455-7462

L. JORDAN (LJ)DIRECTOR OF AGENT SERVICESLJ@CBSINSURANCE.NET

LAURIE LUNSFORD

OFFICE MANAGER

LLUNSFORD@CBSINSURANCE.NET

DEARBORN NATIONAL

CUSTOMER SERVICE

800-367-7814

JAMES JORDAN, PRESIDENT

JJORDAN@CBSINSURANCE.NET

J.R. JORDAN, SENIOR VICE PRESIDENT

JRJORDAN@CBSINSURANCE.NET

  • Marketing & Administration