1. Working with EMA Brokerage LLC
Enterprise Version. This is intended for:
For CEOs, CIOs, Line VPs of Home offices
May be used for some strategic investors
Used for first level meetings to introduce the company, value proposition and broad overview of our product
EMA Brokerage LLC
1300 Route 73, Suite 306
Mount Laurel, NJ 08054
Fax

2. Interaction Model Interaction Chart Client Insurance EMA Producer
Insurance Carriers
Interaction Model

3. Delivery of Results Insurance Producer/EMA Team Commitment to Success
Client Profile
&
Underwriting
Producer Presentation
Client Presentation
Submit Application(s)
Policy Placement
Case Design

4. Delivery of Results Key Steps Goals Responsibility Key Deliverables
Client Profile & Underwriting
Producer Presentation
Client Presentation
Submit Application(s)
Policy Placement
Case Design
Key Steps
Complete Questionnaire
Goals
Gather information needed for informal/preliminary underwriting
Responsibility
Insurance Producer
Key Deliverables
List of doctors and signed HIPAA form

5. Delivery of Results Key Steps Goals Process Owner Key Deliverables EMA
Client Profile & Underwriting
Producer Presentation
Client Presentation
Submit Application(s)
Policy Placement
Case Design
Key Steps
Request Additional Information
- Financial Data
- Attending Physician Statements (APS)
Package informal application
Goals
Leverage EMA’s relationships to obtain most favorable offers from insurance companies
Protect Confidentiality of Clients
Process Owner
EMA
Key Deliverables
Financially Viable Offers

6. Delivery of Results Key Steps Goals Process Owner Key Deliverables EMA
Client Profile & Underwriting
Producer Presentation
Client Presentation
Submit Application(s)
Policy Placement
Case Design
Key Steps
Company responses summarized
Present illustration comparisons
Offers
Pricing
Rating
Product/Company recommendation
Goals
Provide insurance producer with best approach
Maximize client benefit
Process Owner
EMA
Key Deliverables
Comparison presentation
Specifics of case design

7. Delivery of Results Key Steps Goals Key Deliverables Process Owner
Client Profile & Underwriting
Producer Presentation
Client Presentation
Submit Application(s)
Policy Placement
Case Design
Key Steps
Present Recommendations
Complete application and collect signatures
Balance of underwriting requirements requested
Paramed Exam
Inspection Report
Goals
Client Commitment to Insurance Solution
Key Deliverables
Completed application
Process Owner
Insurance Producer

8. Delivery of Results Key Steps Goals Process Owner Key Deliverables
Client Profile & Underwriting
Producer Presentation
Client Presentation
Submit Application(s)
Policy Placement
Case Design
Key Steps
Insurance producer delivers completed applications to EMA
EMA identifies outstanding requirements
Remaining data collected
EMA provides periodic updates to producer
Goals
Streamline Execution of Policy Placement Process
Keep Insurance Producer Informed
Promptly Address Outstanding Issues
Process Owner
EMA
Key Deliverables
Communication between insurance carrier, EMA and insurance producer

9. Delivery of Results Key Steps Goals Process Owner Key Deliverables
Client Profile & Underwriting
Producer Presentation
Client Presentation
Submit Application(s)
Policy Placement
Case Design
Key Steps
Deliver Policy
Collect Premium
Execute Documents
Goals
Place policy in force
Process Owner
EMA
Insurance Producer
Key Deliverables
Policy package
Final delivery documents