The Bulleting= | Point-of-Sale Decisions

Submitted by Krishan on August 15, 2019 - 9:46am

The Bulletin | Point-of-Sale Decisions

Point-of-Sale Decisions

Instant Peace of Mind for your Clients!

Now you can find out if your client's life or critical illness insurance application will be approved—before your meeting's over!

Thanks to the questionnaire which now consists of 11 yes/no insurability questions for eligible clients, it will take less than 5 minutes per insured to fill out. Clients who answer "no" to all the questions will automatically proceed to the quick issue process.

Eligibility Criteria

You must use the electronic application. E-signature is recommended
All proposed insureds must be eligible for fast-tracking. Find the eligibility criteria here.
All the answers on the fast-track questionnaire must be No for all proposed insured
- These answers will be used to make our underwriting decision. If in doubt, the proposed insured should answer Yes
Only one illustration can be attached to the electronic application
All Proposed insureds must pass the MIB check for insurability

Eligible Products