Prosperity-Time for another Look

[Northeast Agent]

We are pleased to inform you that effective Monday, August 2nd, all New Vista electronic applications will utilize GIACT, a service that will help to both identify your client as well as confirm that their ACH bank draft information is accurate. This will help to improve the placement rates of your applications by validating that the routing and account number provided is accurate for your client.

Please note, the service will not be able to validate all accounts, especially more localized, smaller banks and credit unions, nor any type of VISA/MC debit card account. This will not prevent the submission of the application, and as always, the Home Office will notify you if there is a problem processing the payment from the requested account.

In addition, we are adding 6 additional states: DE, MN, PA, VT, WA, and WY plus DC to the New Vista remote E-Application. If you do not have access to the New Vista remote E-Application and would like to use it for your non face to face sales, please email [email protected] so we can add it to your profile. Please review the agent training guide for information on how to use remote e-app.

Agents, please finalize all Pending LiveApp’s by Sunday, August 1st. Anything left in a LiveApp Pending status will be closed and the application will be withdrawn to facilitate these new updates in production.

 

[Northeast Agent]

Prosperity Life Group - Sales & Marketing

PrimeTerm to 100 (Voice) Application – LiveApp Updates

We are pleased to inform you that effective Tuesday, September 7th, we have implemented updates to the PrimeTerm to 100 voice signature applications in the Apptical LiveApp portal for remote sales. The process can also be used face to face in lieu of a paper application.

First and foremost, you will no longer need to send a separate email to your client with the state specific application and disclosure package to bypass the recorded playbacks during the Apptical interview. Document delivery via text or email is now provided during the LiveApp process and will be validated by the client providing back to you the 6 digit security code contained in the text or email. This is still optional, and if the client cannot receive or chooses not to review the documents and disclosures electronically, the recorded versions will still be played during the Apptical interview.

Social Security billing options have been updated to include the 1st and 3rd of the month, in addition to 2nd/3rd/4th Wednesday billing.

The LiveApp application will also now utilize GIACT, a service that will help to both identify your client and confirm that their bank draft information is accurate. This will help to improve the placement rates of your applications by validating that the routing and account number provided is accurate for your client.

Please note, the service will not be able to validate all accounts, especially more localized, smaller banks and credit unions, nor any type of VISA/MC debit card account. This will not prevent the submission of the application, and as always, the Home Office will notify you if there is a problem processing the payment from the requested account.

The PrimeTerm to 100 voice signature application is available in all states except: CT, HI, MA, ME*, MN, MT, NC, NH, NJ, NY, PA, SC, TX*, VA, WA.

*Note: face to face sales with a paper application are available in Maine and Texas

Replacements are not available for PrimeTerm voice applications in any state. If the client wishes to replace an existing policy, a paper application kit must be utilized along with a face to face meeting.

Please review the revised agent training guide for information on how to complete a PrimeTerm to 100 voice signature application located in the Training and Regulations section of your agent portal, here: https://insuranceadmin.com/agent/?page=training&tab=regulations.

 

[Baseball7]

Poor PA.