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EApps & eTickets JULY STUDY GROUP.

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Presentation on theme: "EApps & eTickets JULY STUDY GROUP."— Presentation transcript:

1 eApps & eTickets JULY STUDY GROUP

2 Upcoming Calls Tech Talk Maintaining A Mac Machine Study Group
August 7 at 10:00 AM CST Tech Talk Maintaining A Mac Machine July 26 at 10:30 AM CST Study Group Automated Underwriting August 14 at 2:00 PM CST

3 eApps vs eTickets eApp is a traditional long form, complete application submitted electronically eTicket is a 1-2 page electronic ticket to submit to the carrier or fulfillment center to allow them to complete the full application

4 How are they similar? Allows for apps to be in good order every time
Increases efficiency Speeds up the sales cycle Can be completed 100% online Can be paired with accelerated / expedited underwriting processes

5 How are they different? Abbreviated App Wet Signature Required
Paper Apps eApps eTickets

6 What do we look for?

7 What do we look for: Quoting options
Products available Issue age limits Face amount limits Risk class limits and availability

8 What do we look for: Application Submission
Paper application availability Electronic application availability Paper ticket availability Electronic ticket availability Ticket platforms Can we bind coverage?

9 What do we look for: Underwriting process
Is accelerated / express underwriting available with eApps and/or eTickets? Is lab free underwriting an option? Who orders the paramed exam and APS? Telephone interview fulfillment

10 What do we look for: Policy delivery
Electronic signature availability Does the policy go directly to the consumer? Payment options

11 Don’t forget about paper tickets!

12 FHC’s quick reference guide

13 Thank you for the time!


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