EASE Electronic Agent Submission Experience Assurant Health 2014

In today's session we will cover… Logging in and Home page review Available tools Quoting –IM –STM Submission Overview 2

3 Agent Portal Quoting, Submission, Agent Library, Find a Form, Test Drive

4 Select the appropriate tab for the primary product to quote

IM PLANS EASE Quoting 5

6 Starting a Quote For demonstration purposes – Major Medical Quote selected here Please note - When outside of the Open Enrollment period the QLE question will appear. Click on a Hyperlink to see more details

7

8

9

Save a copy of the quote and hit Ok. 10

Once saved, select Begin Submission 11 If choosing this option, you as the agent will receive full credit for the sale, but the onus of completing the health history is on the client

12 Step 2: Submission

Complete demographic and personal information for all applicants. 13 If the client does not have a valid account, check the box.

Complete Previous Insurance details as applicable 14

15 Choose your submission path…. Option 1 Option 2 Option 3

16 Option 2 - (OVS)- Client will attest online later Most commonly used Agent completes health history Agent will send an to the applicant to attest to the accuracy of the health history and attest to all authorizations online Agent cannot attest on behalf of the applicant

17 If it is outside of open enrollment QLE will appear and details must be completed for IM submissions

18 IM Plan

19

20

21 There are 3 steps to complete the submission… * If bundling multiple products advise the client that there will be multiple application numbers.

22

23

24 To ensure placement remind and follow up with your client to ensure they complete the Online Verification process. Congratulation!– the online verfication process has been sent to to your client.

25 That concludes EASE Overview with Quoting and Submission. Any Questions?