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.

TLE e-Application Training & Tips
Term Life Express e-App Training Video

If you are experiencing any issues with the e-App, check out these helpful hints to get your business issued faster.

  • When selecting an occupation in the “Underwriting” section of the e-App please make sure to select an occupation from the pre-filled list that most closely matches your clients’ occupation. If you do not select an occupation from the pre-filled list and manually enter an occupation, the application will be referred to Underwriting. This is highlighted in the training video in section 12, Underwriting, at the 17 second mark.
  • If you encounter an error in the Underwriting section of the e-App try these work arounds:
    • If you are using the Safari browser on an iPad:
      • Download Chrome to your iPad and submit the e-App via Chrome
    • If you are using Chrome or another browser:
      • If you receive an error in the Underwriting section of the e-App and cannot proceed with the application OR if you receive a “Sorry” error that states there was an error encountered with the screen – please contact iPipeline Support and provide the error you received. iPipeline will then advise you on the next course of action.

Need more information on Term Life Express? Make sure you check out mutualofomaha.com/simple for downloadable marketing materials, training, and additional resources. No need to log in. Just click and go!

If you have questions, please contact your Sales Director.
 

TLE e-Application Training and Helpful Hints

 
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