Over the Phone Application

hisglory8

Expert
41
I was just wondering what percentage of life applications are you taking over the phone? Which companies will allow you to take an application over the phone?
 
What percentage. A lot. I use i pipeline or ez life to complete the application over the phone. Most companies accept the questions of was app physically signed in front of applicant. The answer is no and you go on a submit. Not sure what your specific market is but phone works on my end instead of a personal sit down in front of applicants.
 
If you dont want to use iPipeline...use Banner's AppAssist, American Gen Quick Ticket or Principal's TeleApp. Principal's TeleApp now offers Accelerated Underwriting (possibility of no meds if interview goes well - up to $1mm). Still need a client's signature on their TeleApp forms though. No client sigs with Banner and they do a good job.
 
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