paper driven application process (signature via fax) long term care insurance for agent use only....
TRANSCRIPT
Paper Driven Application Process
(signature via fax)
Long Term Care Insurance
For Agent Use Only. Not For Solicitation Purposes
Paper Application Process Overview
Fax Entire Application
866-556-3393
Fax Entire Application
866-556-3393
Print CompleteApplication & Forms Kit
Print CompleteApplication & Forms Kit
Data Enter ApplicationData Enter Application
Access the Applicationwww.YourLifeSecure.com
‘Resource Center’
Access the Applicationwww.YourLifeSecure.com
‘Resource Center’
Client AppointmentConsultation & Signature
Client AppointmentConsultation & Signature
Visit your agent portal
Enter the “Resource Center”
Paper Application Process Overview
Fax Entire Application
866-556-3393
Fax Entire Application
866-556-3393
Data Enter ApplicationData Enter Application
Client AppointmentConsultation & Signature
Client AppointmentConsultation & Signature
Helpful Pop-ups (not errors)
Enter “Your Business”
Variances: On-Line vs. PaperThe Online Application The Paper Application
Personal Worksheet:
Section ‘L’
The Personal Worksheet:
Separate document
Agent’s Report:
Section ‘M’
Agent’s Report:
Section ‘N’
Applicant Authorization:
Section ‘N’
Applicant Authorization:
Section ‘M’
HIPAA Form:
Section ‘O’
HIPAA Form:
Section ‘L’
Final Checklist:
Section “P”
Final Checklist:
Section “P”
Other Helpful Presentations
Page by Page on-line Application
Policy Decisions: Issued or Adverse
Amendment Process
Monitoring your Business
Changes to Coverage