iPipeline iGo e-Apps and Quick(drop) Tickets to Sell Insurance Efficiently
The internet has revolutionized the way we work, the way we communicate and the way we shop. This certainly applies to the insurance industry. The insurance application process is catching up, with the introduction of iPipeline iGo e-Apps and quick tickets.
NAAIP has several resources available to help ensure your success as a insuance sales person. iPipeline iGo e-Apps will help your clients get their applications placed more quickly and cut down on your processing time.
Option 1: iPipeline e-Apps for Efficient Selling
iPipeline iGo e-Apps assist you as a insurance sales person. They help your clients get their applications placed more quickly and cut down on processing time by offering an online alternative to paper-based applications. iGo e-Apps simplify the application process, as errors are detected automatically and completed information is delivered immediately for review.
Often a wet signature is not required as an e-signature is sufficient. If the underwriter requires a wet signature, the electronically submitted information is sent to process and the signed documents will follow by post.
By providing a more streamlined application process, the iGo e-App leaves your clients happy and gives you more space to concentrate on making sales. Other benefits include:
The iPipeline 5 Links at the Footer to Submit Business
Agents should register to iPipeline as a new user at the footer of this and all NAAIP pages. Afterwards login to any of the 5 iPipeline links. Quoting, eApps and Quick tickets and paper applications will be accessable to you for dozens of carriers.
Quoting & Submission via iPipeline eApps, Quick Tickets & Forms Library
* Recommended insurers for NAAIP's $8 live transfer program
Selling Final Expense Over the Phone
Here is a list of final expense carriers that make selling over the phone easy - Part of NAAIP's 125 FEX Club
Visit Selling Final Expense Over the Phone for additional information which includes a great final expense phone sales script.
Option 2: Quick/Drop Tickets
Quick/Drop tickets are recommended for life applications for smaller amounts. They offer a more accurate and efficient method for selling insurance via online submission.
These programs are designed by experts within the insurance industry to fill the requirements of insurance professionals, brokers, financial institutions and agencies. They allow the life insurance agent to determine a client's needs, pre-qualify, compare, quote them and choose an option from a number of top carriers. They can then submit their order in as little as nine minutes in each case.
Once submitted, medical details will be sent to a third-party (such as Exam One) for review. If necessary, They will arrange appointment options and schedule laboratory work. This frees up the agent to concentrate on selling insurance and focusing on clients, improving their delivery cycle as a result.
Each different carrier has their own particular criteria for electronic submission. A Quick Ticket gives you these advantages:
What’s the difference between an iGo e-App and a Quick Ticket?
An e-App is a full Part 1 application that is completed online by the agent. This keeps applications in good order with completely legible content and speeds up the application process while keeping you, the agent, 100% in control.
Another benefit of the e-App is that the client signs via an e-signature. This makes the process better for both the agent and the client.
A Quick Ticket is a short-form application which is transferred to the carrier’s sales call center.
You fill out basic demographic information of your client and any state required information, and then press 'submit' and the carrier will handle the rest. With a quick ticket, no client signature is required. The insurance sales call center will arrange a paramedical exam and necessary signatures.
The links below lead to the information you need regarding the rules for submitting a quick ticket for the insurers.
Single Premium Whole Life & Final Expense at Lowest Rates - The 125 FEX Club
* The information provided is intended for licensed insurance agents only. It is not intended for the purpose of advertising the insurance products to the general public. Certain exclusions may apply. Plans offered by insurer. All products not available in all areas. Not affiliated with the United States Government or the Federal Medicare Program.
"Best system in industry for insurance agents and carriers - "Technology that works and impresses."
NAAIP's start in the insurance industry began by creating dynamic systems for insurers.
Excellent results caused one project to lead to another.
Currently, NAAIP provides websites & quoters for thousands of agents and technological wizardry for multiple leading insurance companies. A commitment to excellence is the key to the synergy that powers our growth."
Aaron Levy - CEO, NAAIP.org
David Gordon - Digital Marketing Evangelist, NAAIP.org
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