KazSource provides an online submission platform for select insurance carriers.
- Click on the desired carrier logo to be directed to the e-app portal.
- Follow instructions and enter the required client data.
- Upon approval, the policy will be issued and mailed to you to deliver.
- That’s it! Our providers will contact the insured to obtain the medical information and signatures required to issue the policy.
Marketing Material and Instructions:
Use our electronic, fillable short form, known as LifeSpeed/Quick Ticket for term and permanent (limited products) applications, to quickly provide the basic client information. Then our enhanced TeleApp services will handle the rest for you! AIG does not offer any accelerated underwriting options, all electronic applications require full underwriting. Agent does not need to be contracted and registered with AIG prior to utilizing this service. Contracting paperwork will be processed at the same time new business is submitted.
- LifeSpeed – Reference Guide – Use this reference guide to help aid in the process of submitting an application online. This reference guide contains links to other marketing materials pertaining to the LifeSpeed/QuickTicket process.
- LifeSpeed – Producer Guide – This producer guide explains the process of submitting an electronic application to AIG as well as step by step instructions.
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Marketing Material and Instructions:
Use our electronic, fillable short form, known as AppAssist for term applications only, to quickly provide the basic client information. Then our enhanced TeleApp services will handle the rest for you! AppAssist can be used for accelerated underwriting cases (known as APPcelerate) cases, but is not necessary. Agent does not need to be contracted and registered with Banner prior to utilizing this service. Contracting paperwork will be processed at the same time new business is submitted.
- AppAssist at a Glance – One page quick reference guide
- AppAssist – Process – Step by step guide to the AppAssist process
- APPcelerate – Requirements – Use these guidelines to determine if your client will be eligible for the accelerated underwriting program.
- Telephone Interview – What to Expect – Help your clients prepare for the telephone interview that will be conducted after the application is submitted.
- AppAssist Questions – Printable form with all the questions on Banner’s AppAssist
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Marketing Material and Instructions:
Use our electronic, fillable short form, known as eTicket for term only. We also have a simplified paper application, known as drop ticket, for term and perm. Then our enhanced TeleApp services will handle the rest for you! eTicket and drop ticket can be used for accelerated underwriting cases (known as Express Track), but is not necessary. Agent does not need to be contracted and registered with John Hancock prior to utilizing this service. Contracting paperwork will be processed at the same time new business is submitted.
- Reference Guide – In depth information on John Hancock’s eTicket and Express Track process, as well as a helpful FAQ section.
- Express Track – Flyer – Details about John Hancock’s accelerated underwriting program, called Express Track.
- JH – Producer Guide – Step by step instructions on how to submit the ticket.
- JH – Client Telephone Interview – Guide – Provide this to the applicant so they know what to expect when Hancock contacts them to complete their phone interview.
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Marketing Material and Instructions:
Use our electronic, fillable short form, known as LincXpress® Tele-App. for term applications only, to quickly provide the basic client information. Then our enhanced TeleApp services will handle the rest for you! LincXpress® Tele-App. can be used for accelerated underwriting cases (known as Lab Free Underwriting), but is not necessary. Agent does not need to be contracted and registered with Lincoln prior to utilizing this service. Contracting paperwork will be processed at the same time new business is submitted.
- LincXpress – Tele-App. Guide – Use this to familiarize yourself with the LincXpress® Tele-App. process and benefits.
- Lab Free Underwriting – Submission Guidelines – If your client meets these qualifications, they may qualify for Lab Free Underwriting.
- LincXpress – Tele-App. – Client Information Sheet – Use this to gather all of the required information to submit an eApp on behalf of your clients.
- LincXpress – Telephone App Preparation – This will help your clients prepare for the Telephone App. portion of the process.
Enter “SouthCap Group” when asked for Firm Affiliation.
e-App Video Training:
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Marketing Material and Instructions:
Use our electronic, fillable short form, known as eApp for term and permanent applications, to quickly provide the basic client information. Then our enhanced TeleApp services will handle the rest for you! eApp can be used for accelerated underwriting cases (known as WriteFit), but is not necessary. Agent must be contracted and registered with Minnesota Life prior to utilizing this service.
- eApp Highlights – Use this to familiarize yourself with the eApp process and benefits.
- Client Information sheet – Use this to gather all of the required information to submit an eApp on behalf of your clients.
- Post eApp Process – After completion of the eApp, the client will be called to complete the rest of the application via telephone. The following post eApp questionnaire will help them prepare for what is next.
- WriteFit FAQs – Use this FAQ guide to learn about the program and to ensure your client is a good fit for this accelerated underwriting program.
- WriteFit Build Chart – Verify your clients height/weight qualifies for the WriteFit program.
e-App Video Training:
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Marketing Material and Instructions:
Use our electronic, fillable short form, known as e-App for term and permanent applications, to quickly provide the basic client information. National Life does not offer any accelerated underwriting options, all electronic applications require full underwriting. Agent must be contracted and registered with National Life prior to utilizing this service.
- e-App FAQs – Quick explanation of the National Life e-App platform.
- e-Sign and e-Submit FAQs – This FAQ provides a quick explanation of the e-Signature process, including a simple workflow illustration.
e-App Video Training:
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Marketing Material and Instructions:
Nationwide® Intelligent Underwriting is a streamlined approach to getting the life insurance coverage you need to protect your family. In this process, you’ll complete a brief online application; a phone interview to provide information about your personal and medical history; and an abbreviated paramedical exam (abbreviated exam).
Agent must be contracted and registered with Nationwide prior to utilizing this service.
- Nationwide – Intelligent Underwriting – Agent Guide: This guide will help you understand Nationwide’s intelligent underwriting process.
- Nationwide – Intelligent Underwriting – Client Guide: Use this to provide your clients with a general overview of the process.
- Nationwide – Intelligent Underwriting – Client Telephone Portion Guide: Provide this to your clients after you have completed the online drop ticket. This will help them prepare for the telephone interview portion.
- Nationwide – Intelligent Underwriting – FAQs: Commonly asked questions about the program.
Enter “SouthCap Group” when asked for Firm Affiliation
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Marketing Material and Instructions:
Use the SimpleSubmit e-app for term, GUL, and IUL applications. If your client qualifies, they’ll automatically be process via the accelerated WriteAway underwriting program. Agent must be contracted and registered with North American prior to utilizing this service.
- WriteAway Field Guide – Reference guide to help you understand how the WriteAway process works and the eligibility guidelines for the program
- Top 6 Quick Tips – Here are 6 tips on how to make the most of the new WriteAway underwriting
- Producer Q&A Guide – Quickly find the answers to the most common questions
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Marketing Material and Instructions:
Use our electronic, fillable short form, known as Drop Ticket for term applications only, to quickly provide the basic client information. Then our enhanced TeleApp services will handle the rest for you! Drop Ticket can be used for accelerated underwriting cases, but is not necessary. Agent must be contracted and registered with Principal prior to utilizing this service.
- Office ID: 2206
- Preliminary Information Sheet (use for Term products only) – Useful information sheet providing much of the key questions that will be asked on the Drop Ticket.
- Accelerated Underwriting – Checklist – Make sure your client qualifies for Principal’s accelerated underwriting program by completing this checklist prior to submitting an application.
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Marketing Material and Instructions:
Use our electronic, fillable short form known as EZApp, for term and permanent applications, to quickly provide the basic client information. Then our enhanced TeleLife services will handle the rest for you! Protective does not offer any accelerated underwriting options, all electronic applications require full underwriting. Agent must be contracted and registered with Protective prior to utilizing this service.
- Using EZ-App – View this short 2-minute demo video to see the EZ-App platform
- What is TeleLife – Details about Protective’s TeleLife system.
- TeleLife Frequently Asked Questions – TeleLife Frequently Asked Questions
- TeleLife Applicant’s Checklist – Utilize the Applicant’s Checklist to ensure your client understands the time and purpose of the TeleLife interview.
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New York Only
Marketing Material and Instructions:
Use our electronic, fillable short form, known as LifeSpeed/Quick Ticket for term and permanent (limited products) applications, to quickly provide the basic client information. Then our enhanced TeleApp services will handle the rest for you! AIG does not offer any accelerated underwriting options, all electronic applications require full underwriting. Agent does not need to be contracted and registered with AIG/US Life prior to utilizing this service. Contracting paperwork will be processed at the same time new business is submitted.
- LifeSpeed – Reference Guide – Use this reference guide to help aid in the process of submitting an application online. This reference guide contains links to other marketing materials pertaining to the LifeSpeed/QuickTicket process.
- LifeSpeed – Producer Guide – This producer guide explains the process of submitting an electronic application to US Life as well as step by step instructions.
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Marketing Material and Instructions:
Use our electronic, fillable short form, known as AppAssist for term applications only, to quickly provide the basic client information. Then our enhanced TeleApp services will handle the rest for you! AppAssist can be used for accelerated underwriting cases (known as APPcelerate) cases, but is not necessary. Agent does not need to be contracted and registered with carrier prior to utilizing this service. Contracting paperwork will be processed at the same time new business is submitted.
- AppAssist at a Glance – One page quick reference guide
- AppAssist – Process – Step by step guide to the AppAssist process
- APPcelerate – Requirements – Use these guidelines to determine if your client will be eligible for the accelerated underwriting program.
- Telephone Interview – What to Expect – Help your clients prepare for the telephone interview that will be conducted after the application is submitted.
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