Paper Driven Application Process (signature via fax)

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