Medicare Supplement Electrnic Applicatin (eapp) User Guide
Table f Cntents What Yu Need t Knw...3 Hw t Access a New Applicatin...4 Hw t Navigate Thrugh the Applicatin...4 Hw t Add Attachments...5 Hw t Sign the Applicatin...6 E-Signature Prcess...6 Vice Signature Prcess...7 Hw t Submit the Applicatin...8 Fr agent use nly. Nt a slicitatin r advertisement. Page 2
What Yu Need t Knw The eapp is pwered by Firelight, a technlgy f Insurance Technlgies. Technical Requirements Internet Access All internet brwsers are supprted Fr use n PC, laptp r tablet devices 128MB f RAM; Ckies and Java Script Enabled Nt fr use n mbile devices Helpful Hints & Highlights Valid email address is required fr Vice Signature and Electrnic Signature (E-Signature). If the ptential insured desn t have a valid email address, the agent s email address can be used instead. Built-in rate calculatr that aut-generates premiums Applicatins are nt received by the carrier until all signatures have been cllected and the applicatin has been submitted Agents must sign via E-Signature Clients can sign via E-Signature r Vice Signature Vice Signature is cllected after the applicatin is submitted Vice Signature tll free number: 877-888-0352 Vice Signature is available 24/7 After the eapp is submitted, the agent will receive an email n underwriting decisin. T view the status f an app, g t the carrier s agent prtal. Once a plicy is issued, the first premium will be drafted immediately Fr agent use nly. Nt a slicitatin r advertisement. Page 3
Hw t Access a New Applicatin Sign-in t the carrier s Agent Prtal Click n Electrnic Applicatin Select New Applicatin Enter the Jurisdictin (Applicant s residence state) and Prduct Name the Applicatin. (Recmmendatin: Rename the applicatin t include the Applicant s last name and residence state fr easier searches.) The system will pen the applicatin and frms All required fields are marked in red n the applicatin and frms. T lcate the required fields n each page, click n the red call ut icn in the upper right crner. On page 1 f the applicatin, specify whether vice signature will be used t cllect the applicant s signature. Check the Yes r N bx. If vice signature is nt selected, E-Signature is the ther ptin t cllect the applicant s signature. Save yur clients applicatin infrmatin befre clsing the applicatin by clicking Save in the navigatin bar in the upper right crner. The Status Bar at the tp f the page displays yur prgress. Hw t Navigate Thrugh the Applicatin T navigate thrugh all applicatin pages: Click n the blue duble arrws n the right and left sides f each page -OR- Click n Open in the upper left crner. The pages with missing required infrmatin are in red fnt. Fr agent use nly. Nt a slicitatin r advertisement. Page 4
Hw t Add Attachments T add attachments, select Other Actins frm the navigatin bar in the upper right crner. (Example: If the applicant is applying during a Guarantee Issue perid, yu will use the attachment feature t attach their prf f eligibility.) Select Dcuments Select the Dcument Type yu wuld like t uplad Brwse and uplad yur dcument Fr agent use nly. Nt a slicitatin r advertisement. Page 5
Hw t Sign the Applicatin There are 2 ptins t cllect signatures; 1) E-Signature r 2) Vice Signature. Please nte: Yu specified n page 1 f the applicatin if the applicant is signing via vice signature. Yu, the agent, must sign electrnically. When the applicatin is 100% cmplete, a message will appear t cntinue t the next step f cllecting signatures. Select Cntinue in the message windw r in the upper right crner. E-Signature Prcess 1. Once the applicatin has been cmpleted, select Use E-Signature t start the signing prcess. The applicant must have a valid email address. 2. Once E-Signature is selected, yu will see a list f required signers based n the infrmatin cmpleted in the applicatin. 3. Select the rle(s) then the apprpriate signature methd 4. T cntinue t sign, select Sign Nw 5. If the applicant is signing, yu must verify the identity f the applicant and enter their infrmatin. Belw are acceptable frms f identificatin: Driver s License Passprt State Issue ID Resident Alien ID 6. Select the I have reviewed checkbx t acknwledge they have reviewed and agree with the cntent and terms fr each cmpleted dcument 7. Once all dcuments have been reviewed and apprved, select Sign 8. Cmplete the Signer Full Name, City, State and Tday s Date. 9. The signature bx is autmatically cmpleted when filling in the Signer Full Name field. 10. T replace the typed name, the signer may use a muse r finger t verwrite the typed name. 11. Select I Cnsent and repeat the same prcess fr all ther signers Fr agent use nly. Nt a slicitatin r advertisement. Page 6
Vice Signature Prcess Call tll-free 877-888-0352 Befre Starting the Vice Signature Prcess: Yu must sign the applicatin electrnically and submit the applicatin Yu will need the applicatin number, lcated n page 1 f the applicatin in the upper right crner, fr the vice signature prcess. The applicant must remember the unique 4-digit pin he/she created n the Vice Signing Sheet f the applicatin. The 4-digit pin will be used during the vice signature prcess. 1. After the applicatin has been submitted, call tll-free 877-888-0352 and fllw the prmpts 2. After the greeting, the applicant must cnfirm he/she wants t cntinue with the vice signature prcess by pressing 1 r by pressing 7 t stp the prcess. 3. Enter the applicatin number. This is the Applicatin ID number lcated n page 1 f the applicatin in the upper right crner. 4. Enter the last 4 digits f the applicant s Scial Security Number (SSN) 5. Once the applicant s SSN is verified, the applicant must cnfirm he/she wants t cntinue with the vice signature prcess by pressing 1 r by pressing 7 t stp the prcess. 6. If the applicant agrees t the HIPAA Authrizatin prmpt, he/she must say, I agree and t state their full name and the current date. 7. The applicant must cnfirm he/she agrees t the vice signature authrizatin and will be asked t enter their unique 4-digit pin. The 4-digit pin is the same pin number the applicant chse n the Vice Signing Sheet. If he/she des nt agree and wants t discntinue the vice signature prcess, press 7. Fr agent use nly. Nt a slicitatin r advertisement. Page 7
Hw t Submit the Applicatin Once all the signatures are cllected, select Cntinue in the upper right crner A Cnfirmatin Dialg bx will appear. Select Yes t submit the applicatin. Once submitted, a message will appear cnfirming yu successfully submitted the applicatin. T print r view the applicatin, click n Other Actins in the message bx r in the navigatin bar in the upper right crner. Once the applicatin has been submitted and the applicant selected Vice Signature t sign the applicatin, please fllw the Vice Signature prcess (page 6) t cllect the signature(s) t cmplete the entire applicatin prcess. Once a plicy is issued, the first premium will be drafted immediately. Fr agent use nly. Nt a slicitatin r advertisement. Page 8