Agent Onboarding Process An Agent’s guide to the Agent Onboarding Process for the eLife Platform eLife Copyright 2015 Version 1.0

eLife Copyright 2015 Version 1.0 Welcome to eLife. Agents will receive this guide attached to their welcome email from eLife. To be authorized to use the eLife Platform for selling life insurance, all Agents must first complete the eLife on-boarding process. The on-boarding process can only be completed online. This guide is designed to help Agents by explaining the process, step-by-step. The on-boarding process explained in this guide includes four steps: Choosing a personal password to sign in with in future Reading and agreeing eLife’s ‘Agent Code of Conduct’ Reading the Product and Underwriting Guide Completing and passing the eLife Agent Certification Exam eLife Copyright 2015 Version 1.0

Welcome eMail ◙ noreply@elifesolutions.com ◙ john@wayne.com The process starts with the Agent receiving this automated welcome email inviting them to complete the ‘on-boarding’ process This email explains each step of the on-boarding process eLife Copyright 2015 Version 1.0

Choose a Password To sign in, use the ‘Username’ and ‘Password’ provided in the ‘welcome’ email The Username is always the Agent’s NIPR Number eLife Copyright 2015 Version 1.0

Choose a Password As soon as you sign in, you will be asked to set your own (personal) password. This should make it easier for you to remember. eLife Copyright 2015 Version 1.0

Agent Welcome This is the name of the Agent that is signed in The Agent on-boarding process starts here This is the name of the Agent that is signed in Click ‘Next’ to progress to the next screen and ‘Back’ for previous screen eLife Copyright 2015 Version 1.0

Confirm Agent Details On this screen you will be asked for personal information for analytical purposes. Providing this information is not compulsory. eLife Copyright 2015 Version 1.0

Agree the Agent Code of Conduct Scroll to read the Code of Conduct …then check this box to agree the terms of the Code of Conduct eLife Copyright 2015 Version 1.0

Read the eLife Product Guide Scroll to read the Product Guide …then check this box to confirm you have read the Product Guide eLife Copyright 2015 Version 1.0

Take the Agent Certification Exam Click here to start the exam eLife Copyright 2015 Version 1.0

Take the Agent Certification Exam This is the Agent Exam, consisting of 33 questions. There are 13 questions relating to the Agent Code of Conduct and 20 questions relating to the Product and Underwriting Guide. eLife Copyright 2015 Version 1.0

Take the Agent Certification Exam Click here at any time to view the Product Guide eLife Copyright 2015 Version 1.0

Take the Agent Certification Exam Click here at any time to view the Code of Conduct eLife Copyright 2015 Version 1.0

Submit the Agent Certification Exam This is the last page of the Agent Exam Click here to submit the Exam. You need a score 10/13 for the questions relating to the Agent Code of Conduct and 15/20 for the questions relating to the Product and Underwriting Guide. eLife Copyright 2015 Version 1.0

eLife Copyright 2015 Version 1.0 Exam Completed Successfully If you are NOT successful, you will get a second chance to take the exam. If you are not successful a second time, you will need to contact your Agency Administrator to allow further chances to take the exam. eLife Copyright 2015 Version 1.0

Exam Completed Successfully If you ARE successful, this will be your last screen. You are now ‘on-boarded’ and ready to sell the eTerm Express policy. Clicking the ‘home’ button will take you to the screen where you can start the ‘Application’ process for an eTerm Express policy. eLife Copyright 2015 Version 1.0

Ready to Sell eTerm Express Click here to start an Application for eTerm Express eLife Copyright 2015 Version 1.0