Consumer Self-Service Process

For Quoting & Applying for Life Insurance

 

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UComplete with shield

 

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
Agent - Customer Self Service -  Process v8162020
Carrier Direct to Consumer Process v8162020

 

For More Information

Complete & Submit the Form Below

or Call 1-402-740-7356