A Preview of Prudential’s Drop Ticket NR-14D212001 Ed. 5/2014 Exp. 05/01/20161.

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Presentation transcript:

A Preview of Prudential’s Drop Ticket NR-14D Ed. 5/2014 Exp. 05/01/20161

Enter basic proposed insured data Select State, Term Product and Fast App 10/23/20122

Review Pre- Qualification criteria 10/23/20123

10/23/20124 Complete all gold fields to be IN GOOD ORDER Include Proposed Insured’s , if available. Important Tele-Interview documents will be sent.

10/23/20125

6

7

8

9

10

10/23/201211

Need Producer’s full SSN for licensing process 10/23/201212

Producer reads, attests to these statements and locks the case 10/23/201213

Producer is allowing EMSI to esign all Producer signature documents based on this data 10/23/201214

10/23/201215

GA Case Manager receives when a Producer submits a case for a go/no-go approval process 10/23/201216

Case Manager Sign-In Screen to review the Fast App 10/23/201217

GA Case Manager iGO Screen to approve the Fast App 10/23/201218

alert to Producer when Case Manager has accessed the Fast App for review 10/23/201219

alert to Producer advising that the Fast App was approved by Case Manager 10/23/201220

to Proposed Insured once Case Manager approves Fast App – provides important documents needed for Tele-Interview 10/23/201221