The Bulleting= | 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

• Universal Life
• Traditional Life
• Participating Life
• Critical Illness

To find out more information about Point-of-Sale Decisions, sign up for our 2019 Summer Series Webinar on DSign!

 

If you have any questions, please contact your Regional Sales Team or click the button below.