“A One Stop Life Insurance Resource.”

Fast U*Complete

Fast U*Complete

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

  • Fully Capable Electronic ExamComplete (Digital Paramed), CallComplete (Call Center Application) and UComplete (Consumer Direct Completion Model)​
  • Low Cost with 2 – 3 Weeks Implementation  ​
  • User Customizable, Carrier Specific Top-Level Questions that comply with state filed forms​
  • Standard, Best of Breed Reflexive Questions for Impairment or positive responses​
  • Data mapped to Custom State-Filed Forms or no-cost Standardized Output​
  • Voice, Stylus, DocuSign or other Signature Options​
  • Medications from FDA Orange Book or Client specific RX Data
  • One Touch (Special Authorization requests) and eLab Slip
  • Customizable at additional cost

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

LIFE INSURANCE DIGITAL END-TO-END PROCESS

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

We use cookies in order to give you the best possible experience on our website. By continuing to use this site, you agree to our use of cookies.
Accept
Reject