Important New Business Processing Information
Often, we receive new life applications which do not specify the modal premium and/or class quoted to the applicant. When our New Business department receives an offer from the carrier, we need to be able to compare the offer received with the offer applied for. Help us help you. Please provide the modal premium and/or class quoted on the application for life insurance. We appreciate your business!
No Password Required: Online Carrier Resources
Get sales strategies, product information, marketing materials, learn how to do business and more at MetLife’s new “Virtual Exhibit Booth” here.
Long-Term Care Getting Started Guide
Unlock your long-term care planning potential with this interactive Getting Started Guide from Nationwide. Learn about the opportunity, a solution and working with clients.
Most Commonly Missed Application Items
We’ve all done it…forget pertinent information on the application. Completing your applications right the first time will let you see improved cycle times, greater efficiencies, and no need for signatures on deliver. Prudential offers some helpful tips to help you complete your applications fully and accurately, the first time! (Hint: You can use this tool for virtually any application.)
American General’s ePolicy Delivery
AG’s ePolicy Delivery offers electronic policies, electronic signatures and customizable notification and delivery options to eliminate mailing time and reduce the work involved in delivering and gathering a signature for a paper policy. View the brainshark to learn more and contact Linda Thomas at lindat@sfbrokerage.com if you’d like to get set up for ePolicy Delivery with AG.
Lincoln Financial’s Electronic Delivery Try-it Promotion Continued Through 2014
Lincoln’s PolicyEX, an electronic delivery system, has been continued through 2014. Get your Lincoln policies faster! Learn how to sign up here.
