Consumer Self-Service Process
For Quoting & Applying for Life Insurance
Agent to Customer Self-Service Process
Carrier Direct to Consumer 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
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
For More Information
Complete & Submit the Form Below
or Call 1-402-740-7356