“A One Stop Life, Health, and Annuity Resource.”

eApp: U* Complete

eApp: U* Complete

Consumer Self-Service Process For Quoting & Applying for Life Insurance

Agent to Customer Self-Service Process

U*Complete Simplifies the eApp Process While Engaging the Agent with their Client

  • Agent Runs a Multi-Carrier Quote and Completes a Drop Ticket ( then Hands-off to Client)

  • Emails Link to Customer to Complete the Part A / Part B Optional

  • Customer eSigns Forms

  • Real-Time Chat with a Call Center for Assistance as Needed

  • Warm Transfer to a Call Center (Schedules Exam if Needed)

  • Forms & Data are Sent to the Carrier

  • Agent is Notified of the Status

  • Agent  is Freed-Up to Focus on Sales

Carrier Direct to Consumer Process

U*Complete Makes it Easy for Consumers to Apply for Life Insurance from a Carrier’s Website

  • Secure Login Process on Carrier’s Website

  • Consumer Runs Quote including a Health Analyzer Optional

  • Completes Part A / Part B Optional

  • eSigns Forms

  • Easily Plugs Into Carrier’s Fulfillment Process

  • Real-time Chat Available for Assistance if Needed

  • Warm Transfer to Call Center (Schedule Exam if Needed)

  • Forms and Data are Sent to the Carrier

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For More Information Complete & Submit the Form Below or Call 1-402-740-7356

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