HOW TO DO BUSINESS WITH ASSURITY LIFE

Transcription

1 HOW TO DO BUSINESS WITH ASSURITY LIFE Contracting Submission: Phone: ext New Business Submission: All new business applications should be submitted via fax directly to ASL (877) Applications can also be mailed to: Street Lincoln, NE Attention: New Business Checking Case Status : Agents are REQUIRED to registered on the ASL website at once they are appointed. Agents also have direct access to ASL by calling ext or UW can be reached via at Be sure to have the client s name and policy number when inquiring. Most requirements can be faxed to Where to submit Monies to ASL : If the agent collects initial premiums with the application, they should be mailed in with the application. If the premium is collected at issue the policy number should be noted in the MEMO section of the check and mailed to: Assurity Life Insurance 1526 K Street Lincoln, NE Attention: Policy Issue/Underwriting Commissions : All questions regarding commissions, please call ext Illustrations and Marketing Support : Please contact sales support at ext. 4264

2 Contacts Regional Sales Staff Jan Zoucha Ext Taylor Cruse Ext Paige Price Ext Doug Bedore Ext Christy Magorian Ext Christy Magorian Ext David Everly Ext Brandon Johnson Ext Susan Kubert Ext Mark Stueven Vice President Ext Amy Perdew Development Manager Ext Seth Groff Distribution Development Manager Ext For product-specific assistance, contact your regional team. For illustration support, contact your upline manager. LICENSING AND CONTRACTING Calls from producers regarding the status of agent contract or appointment Contracting, Ext Fax SUPPLIES AND ILLUSTRATION SOFTWARE For fastest turnaround, please order using AssureLINK (assurelink.assurity.com go to Quick Links). Direct calls from producers requesting supplies and software Supply Services, Ext Fax ASSURELINK ASSISTANCE Calls requesting assistance in logging on to AssureLINK Help Desk, Ext Navigating AssureLINK, Ext IN-FORCE POLICIES Questions concerning all in-force policies Client Services Contact Center, Ext Fax INDIVIDUAL UNDERWRITING New Business Contact Center, Ext Pending requirements Fax Interview line, Mon. - Thurs. 7am-9pm, Fri. 7am-6pm and Sat. 9am-1pm (CST) NEW APPS ONLY appsubmit@assurity.com Fax Mail apps to PO Box 82533, Lincoln, NE Quotes and Illustration Questions, Ext Commission Questions, Ext commissions_unit@assurity.com Claims Reporting and Services Phone , Ext claimsinfo@assurity.com Fax H (Rev. 08/17) For producer use only. Not for use with consumers.

3 Assurity Life CONTACTS Worksite Sales Chad Bodner Vice President Worksite Sales Ext (800) Regional Sales Staff Kris Loberg Ext Emily Chebuhar Ext Steve Wilson Ext Amber King Ext Michele Good Ext Chad Barthel Ext Marissa Guernsey Ext Karen Lococo Ext Riley Essay Ext Karen Lococo Ext Paula Marshall Ext Emily Chebuhar Ext Mike Zundel Ext Mike Vassel Ext Marissa Guernsey Ext Ken Smith Director, Health Product Sales Ext Seth Groff Manager, Life Products Ext Todd Shield Manager, DI Products Ext Michele Good Sales Development Coordinator Ext Jessie Myers Senior Enrollment Coordinator Ext Jennifer Larabee Enrollment Coordinator II Ext For illustration support or product-specific assistance, contact your regional team. Licensing and Contracting Calls from producers regarding the status of agent contract or appointment Contracting, Ext Fax (402) Supplies and Illustration Software For fastest turnaround, please order using AssureLINK ( go to Quick Links). Direct calls from producers requesting supplies and software Supply Services, Ext Fax (402) AssureLINK Assistance Calls requesting assistance in logging on to AssureLINK Help Desk, Ext Worksite Underwriting New Business Contact Center, Ext Fax (402) New Apps Only Fax (877) Mail apps to PO Box Lincoln, NE or use the WE-App system on AssureLINK Quotes and Illustration questions Contact your Regional Sales Staff at the extension on the map Worksite In-Force Policies Questions concerning all in-force policies Worksite Client Services Contact Center, Ext Fax (402) Commission Questions, Ext Navigating AssureLINK, Ext H (Rev. 01/13/16) For producer use only. Not for use with consumers. Assurity Life Insurance Company PO Box Lincoln, NE

4 Assurit Electronic Applications Assurity s e-apps take the guesswork out of insurance paperwork by electronically guiding you through the complete application process. E-apps make it easier by highlighting required fields in yellow. As you complete the application, sections of the form are shown or purposely hidden based on your client s answers. Rules are embedded within the forms helping prevent data entry mistakes that could cost you valuable time. Sometimes, it s what you don t know Sometimes a customer doesn t know a driver s license number or a doctor s address. That s okay, because e-apps let you skip those questions and jump to any other section of the form. Better yet, you can save your client s data, then return several days later and pick up where you left off. What if your client answers a question that triggers the need for an additional form? How do you know which forms you need? Don t worry, the e-app system knows and will add it. You can t always control where, when and how your client will want to complete an application, but e-apps are versatile. You can partially complete an application electronically, print it and hand-write the rest. However, if your client lives too far away or would prefer completing the application online, fill it out electronically, then e-sign and e-submit it for faster processing. Getting started E-apps are easy and will guide you through the process with yellow highlights and pop-up boxes. Step-by-step training and videos are available on the E-Apps page on AssureLINK. There s even a Practice Field a demo site where you can fill out an e-app with fictitious names and information to see how it works. If you have any questions about getting started, call the new business contact center at (800) , Ext. 4264, or . Now you can... Get all your forms in one place Quickly see data entry mistakes Determine what to complete View all required questions Cut valuable processing time in half Collect multiple e-signatures Go paperless with e-sign/e-submit E-app advantages It does the thinking for you! Green check boxes show you re right Ability to fill out an e-app without being connected to the Internet Questions trigger additional forms Print and wet-sign, or e-sign/e-submit Skipped questions remain highlighted Commissions paid faster Track your applications electronically Partial apps saved if you re interrupted Paramed exams ordered for you Clients can review forms online The e-app is available on AssureLINK ( FOR AGENT USE ONLY. NOT FOR USE WITH CONSUMERS (Rev. 4/13) We re all in. PO Box Lincoln, NE

5 ELECTRONIC APPLICATIONS E-apps are available for: HEALTH Critical Illness (Simplified and fully underwritten) Simplified DI Century+ DI, Personal DI Graded Benefit DI Business Overhead Expense DI The TeleApp (for DI products) LIFE Acci-Flex Accident Simplified Whole Life Whole Life NonMed Term 350, Term 350 Plus Single Premium Whole Life The TeleApp (for Term 350+) The e-app is available on AssureLINK ( on the Home page or on the product page. Getting started E-app is easy and will guide you through the process with yellow highlights and pop-up boxes. Step-by-step training and videos are available on the E-Apps page on AssureLINK. If you have any questions or want to become more efficient using Assurity s e-apps, give the ebusiness services unit a call at (800) or ebusiness@assurity.com. Signature options No matter how you write business with e-apps, we have a signature solution for you! Face-to-face esignature* This allows the client to electronically sign without using or a signature pad. The only requirement is the client must meet with the agent in person and provide a photo ID. This is the best option when you are meeting face-to-face with a client. Digital pad If you already have a digital pad, this option works well. Clickwrap ( ) If you re working with an applicant over the phone, or are not able to meet with them face-to-face, the client can sign electronically and send via . Wet sign If your client does not have an address, the app can be printed and signed by the client in the traditional method. Using an e-app consistently reduces the turn around time by about half! Now you can... Get all your forms in one place Quickly see data entry mistakes Determine what to complete View all required questions Cut valuable processing time in half Collect multiple e-signatures Go paperless with e-sign/e-submit E-app advantages Green check boxes show you re right Ability to fill out an e-app without being connected to the Internet Questions trigger additional forms Print and wet-sign or e-sign/e-submit Skipped questions remain highlighted Pays commissions faster Keep track of your applications electronically Partial apps saved if you re interrupted Paramed exams ordered for you Clients can review forms online * Please note, the use of the face-to-face signature method is equivalent to collecting a physical signature from your clients. You are required to be in the actual, physical presence of your clients when collecting an electronic signature using the face-to-face process. Any misuse of this signature process may result in termination of the agent s contract. NOTE: Some products may require a phone inspection if the agent doesn t see the applicant in person. FOR AGENT USE ONLY. H (Rev. 8/12) NOT FOR USE WITH CONSUMERS. (800)