“A One Stop Life Insurance Resource.”

Fast U*Complete

Fast U*Complete

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

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FAST U complete
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  • 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
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Carrier Direct to Consumer Process v8162020

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


ApplicInt Flow 7 23 2020

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

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