In November, we streamlined the submission process for all Life products and Health products (excluding Medicare Supplement, Medicare Advantage, Prescription Drug Plans and Long Term Care) by introducing the ability to submit paper applications and additional requirements via email.
As a reminder, when utilizing the email options to submit either new business or additional requirements:
- Attachments must be in TIF or PDP file format (pictures are not accepted)
- Emails or attachments cannot be password protected
- Email subject lines must include either “New App” or the Policy Number “XXXXXXXXX”
- Multiple attachments must be for the same case file in the email
- There are different email addresses for new applications vs additional requirements
Following this guide which provides the full overview of requirements when submitting new business and additional requirements via email. Ensure you are sending the email to the correct email address and avoid duplicate submissions.
Please allow for a 24-hour underwriting review period after submission.
Thank you for your business and if you have any questions, please contact your Sales Director.
> Related: Email Submission for Paper Applications