Competitive

With our Drop Ticket option, you create and submit in good order a term life insurance application (like “dropping a ticket” when purchasing other financial products) with 3 simple steps – a 5-minute interview/20-minute call/paramed exam process:

Step 1 – You create the order for life insurance – A 5-minute interview with your client that starts with a quote on a tablet, PC or smartphone

Step 2 - Application Part I (and/or Part II) completed over the phone by a Fulfillment Call Center with your client – a 20-minute phone call at a time convenient for the client because they choose when they want it to happen

Step 3 – Paramed exam or medical phone interview

Additional Benefits:

• State-specific forms – our platform chooses the right forms every time
• No chasing signatures – signed over the phone or electronically with e-signature
• No need to visit multiple carrier websites to determine best price. You can obtain multiple quotes all in one place
• Same quality products that are available by completing the long burdensome paper application process
• Multiple term options – 10-year, 20-year, 30-year, etc., up to 40 years (limited GUL products are also available)
• Proprietary Call Center keeps the process on track
• Some products have conversion privileges to permanent life insurance
• Access on a PC, smart phone or tablet, securely from the cloud with automatic updates – no outdated or wrong forms. Ideal for point-of-sale situations
• Eliminate processing delays typically experienced with paper applications
• Significantly reduce or eliminate “Not in Good Order” applications that take up your time and delay issue – drop ticket prevents incomplete applications
• Policies could be sent to you or to the client electronically
• Online reporting – track just as you would a paper application
• Makes your success and profitability a priority
• AND…getting you set-up is fast and easy!

Ready to get started?  Give us a call.  Do it today!