Watch this short video to learn what could happen to your financial foundation if you get hurt or became too sick to work and could no longer earn an income. The video dispels the myths many people have for not purchasing income protection.
We have been working with Banner Life and several of our other core carriers to offer a streamlined “Quick Submit” process for your life insurance applications. AppAssist requires only a short request form (no signature required), with basic client information and case details. The paper version of this form may be faxed or e-mailed to our office or you can make your request on-line via our website.
Once submitted, the client is contacted within 48 hours and a tele-underwriter completes the full application and schedules the exam. APS requests, along with follow up phone calls and e-mails, are reduced, saving you time and money. On average, we are finding a savings of 10-12 days in underwriting, along with a significantly enhanced placement ratio.
Your client gets their policy in a timely fashion and you get paid more quickly than before. Call our sales team or e-mail us at email@example.com to learn more about AppAssist and all of our “Quick Submit” processes.
Note that before proceeding with AppAssist or any of our “Quick Submit” options, it is imperative that you properly pre-screen the client (have you chosen an appropriate carrier?). You must close the sale and tell the client what to expect regarding the process.