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Paper Driven Application Process (signature via fax) Long Term Care Insurance For Agent Use Only. Not For Solicitation Purposes

Paper Driven Application Process (signature via fax)

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Paper Driven Application Process (signature via fax). Long Term Care Insurance. For Agent Use Only. Not For Solicitation Purposes. Paper Application Process Overview. Access the Application www.YourLifeSecure.com ‘Resource Center’. Print Complete Application & Forms Kit. - PowerPoint PPT Presentation

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Page 1: 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

Page 2: Paper Driven Application Process (signature via fax)

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

Page 3: Paper Driven Application Process (signature via fax)

Visit your agent portal

Page 4: Paper Driven Application Process (signature via fax)

Enter the “Resource Center”

Page 5: Paper Driven Application Process (signature via fax)
Page 6: Paper Driven Application Process (signature via fax)

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

Page 7: Paper Driven Application Process (signature via fax)
Page 8: Paper Driven Application Process (signature via fax)

Helpful Pop-ups (not errors)

Page 9: Paper Driven Application Process (signature via fax)
Page 10: Paper Driven Application Process (signature via fax)

Enter “Your Business”

Page 11: Paper Driven Application Process (signature via fax)

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”

Page 12: Paper Driven Application Process (signature via fax)

Other Helpful Presentations

Page by Page on-line Application

Policy Decisions: Issued or Adverse

Amendment Process

Monitoring your Business

Changes to Coverage