Update to GTL’s Agent Portal Voice Verification

You asked… and we listened! We have added a new DOB submission method on the Agent Portal Voice Verification call. Your clients now have the option to input their date of birth through their phone keypad. In order for the AI to interpret the DOB correctly through the keypad, it needs to be 8 digits in the form of 2 digit month, 2 digit day and 4 digit year. Example: 01/02/1960 Your client can still enter their DOB by voice if they so choose. Visit the Agent Portal   View Voice Verification FAQs     Update to GTL’s Agent Portal
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Categories: Critical Illness, Guarantee Trust Life, Hospital Indemnity Plan, Industry News, Medicare Supp./Adv., and Short-Term Care.

Using the LTC e-Application

Time is money. Save both by completing and submitting long-term care insurance applications online. The e-App is fast and convenient. Best of all, it ensures everything is complete in its entirety before the application is submitted. That helps to eliminate unnecessary delays so policies can be issued quickly. Still haven’t tried it? Here are the tools to get you started: > LTC e-App Quick Start Guide > LTC e-App Training Video > LTC e-App FAQ Try the e-App on your next sale and you may never go back to paper. To access the LTC e-App now, click here (login required).
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Use the Critical Advantage Portfolio e-Application

The e-Application streamlines the application process, so your clients get coverage faster and you get paid sooner. Built with ease-of-use in mind. The most accurate way to submit business for Critical Illness, Cancer and Heart Attack and Stroke products is by using the e-Application. Take a look at these features: Allows you to quote a premium and complete an application at the same time You’re always using correct forms and your applications are completed in good order Provides a paperless “green” experience Simple e-signature process Auto-save functionality A dashboard shows all applications in process Take a look at the Critical
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Categories: Critical Illness, Industry News, and Mutual of Omaha (& Affiliates).

Medicare Center: Text to Enroll!

Medicare Center: Text to Enroll! New for AEP 2021 Offering Agents the Greatest Flexibility in Telework, Customer Engagement and Increasing Medicare Enrollments. With easy and flexible functionality, all agents can build seniors’ trust and retain customers for life. Available for call centers and field agents to:   PREFILL ENROLLMENT APPLICATIONS Send link via text or email for seniors to review, sign and submit their enrollments. BUILD RELATIONSHIPS Engage seniors on the phone and verbally communicate a personal code so they can enroll with your guidance right then and there. ENGAGE SENIORS THE WAY THEY WANT TO ENGAGE Let your customers
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Categories: GoldenCare News, Industry News, and Medicare Supp./Adv..

TLE e-Application Training and Helpful Hints

Our Term Life Express e-Application, featuring Automated Underwriting, allows you to efficiently submit your applications with the quickest outcome. Need a refresher or have questions regarding the TLE e-App? Refer to the producer training video below. The video walks you through the entire e-App. Sections indicating “NEW” in the title showcase the screens that changed when we added the Automated Underwriting feature. If you don’t want to watch the video in its’ entirety, simply click the section you need. Term Life Express e-App Training Video If you are experiencing any issues with the e-App, check out these helpful hints to
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).

Get Business Submitted Fast and Easy with the Critical Advantage e-App

The Critical Advantage e-App is the best way to submit your applications for Critical Illness, Cancer and Heart Attack and Stroke. Here are a few reasons why. Allows you to quote a premium and complete an application at the same time You’re always using correct forms and your applications are completed in good order Provides a paperless “green” experience Simple e-signature process Auto-save functionality A dashboard shows all applications in process Take a look at the Critical Advantage Quick Start Guide here for detailed instructions on using the e-App..   If you have questions, please contact your Mutual of Omaha
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Categories: Critical Illness, Industry News, and Mutual of Omaha (& Affiliates).

Our LTCi e-App is so Convenient You May Never Go Back to Paper

Using the LTC e-App not only ensures everything is completed in its entirety before you hit “submit,” but also helps you keep submitting business without meeting face-to-face. When you start using the e-App, you’ll discover there’s a lot to like. Visual cues indicate your progress and prompt you for missing information. There’s a simple e-signature process. And an auto-save function means your information is never lost. Get started now and download our LTC e-App Quick Start Guide here   If you have questions, please contact your Account Executive or Sales Director.   Our LTCi e-App is so Convenient You May
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Categories: Industry News, Long-Term Care, and Mutual of Omaha (& Affiliates).

Thrivent LTCi – Updates to eApp

eApps are already starting to come in from Thrivent’s recently launched iGo tool. Please note a few updates designed to make the process smoother. Thrivent has created a video walkthrough of the eApp, where the Product Development team also walks producers through the built-in illustration system. Click here for the Thrivent eApp Video Walkthrough Thrivent has also revised the User Guide and Illustration guide to provide more clarity. User Guide updates: Representative’s Information (Page 17) Updated to clarify that when entering your Thrivent Agent Code, just enter the last 5 digits of your Thrivent ID – exclude the F0 part
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Categories: Industry News, Long-Term Care, and Thrivent.

Driver’s License Scanner now on the GTL Apple e-App!

Now Available for GTL’s Apple e-App Speed up the application process by automatically filling in your applicant’s information using the new Driver’s License Scanner! Currently available for Apple devices. Android availability coming soon. If you have an Apple device, please update your GTL e-App to see this new functionality. How to Use Step 1 Once you start a new quote, tap the license icon to the right of the name fields. Step 2 Center the red bar horizontally over the back bar code of the applicant’s license. When the scan is completed, please verify that the automatically filled information is
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Categories: Critical Illness, Guarantee Trust Life, Hospital Indemnity Plan, Industry News, Medicare Supp./Adv., and Short-Term Care.

TLE e-App Updates

Important TLE e-App Transition Update Beginning Wednesday, January 22, 2020, you will begin seeing a blocker page if you try to start a new application in the TLE – Traditional e-App on iPipeline. You can no longer start new applications using the TLE – Traditional e-App. To start a new e-App, please use the updated e-App, TLE – Point of Sale Decision. The blocker page will include the instructions below for completing a new application: Go to the Case Information page Select the “Find Available Products” button Select “Term Life Express Point of Sale Decision” as the product Complete the
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Categories: Industry News, Life Insurance, and Mutual of Omaha (& Affiliates).