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Learn about the advantages of being able to complete and submit any application remotely, and our latest innovations.
Below are eApp enhancements that will make the application process even smoother. We will continue to update this page as enhancements are added.
eApp now features a more dynamic service for validating the authenticity of bank account information (for life applications only). The real-time validation check will look at the accuracy of the account and routing information as compared to what the bank’s reporting shows. You may be prompted in some instances to make corrections to account information if any discrepancies or typos are found.
Beginning May 30, eApp Instant Communication is available to create even better transparency for your clients – upon submission of an eApp, you will receive an instant status update, including, in applicable situations, notification of an instant underwriting approval.
eApp Instant Communication Video
Q: How quickly will the communication happen?
Q: Will the decision be final?
eApp will provide real time feedback on a client's identity based on the input information, for both Life and Annuity applications.
This is now available for eSignature when applicable for both life and annuity eApps. Please note: not all carriers are accepting eSignature so there may still be a need for an ink signature.
While it is the company’s preference to have agents meet with their clients on a face to face basis, we recognize that the changing business environment places demands on the need for a remote application process.Remote Applications Sales Requirements EZ Underwriting Limits are Now $3 Million
And, we will take all remote apps, regardless of size.Rapid Response Center: Prospect, Illustrate, and Consult in an Age of Social Distancing
You will have the option to submit Term Conversion applications (Form 20007) electronically.Term Conversion in eApp is Easy…This Easy
Predictable guarantees on the most flexible whole life product in the industry.Total Secure Whole Life Landing Page
A new Waiver of Premium Supplement for California (20641(0319) is available.What’s New for Initial Premium Payment Options
One application can be used for all products (Form 8121CA). Other forms related to the application will be updated so that they are multi-company; Agents Report, Supplemental Information to the Application, Second Proposed Insured/Other Insured Application.New life insurance application
See what agents are saying about eApp by viewing these testimonials in the below video!
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