Consumer Self-Service Process For Quoting & Applying for Life Insurance
- Fully Capable Electronic ExamComplete (Digital Paramed), CallComplete (Call Center Application) and UComplete (Consumer Direct Completion Model)​
- Low Cost with 2 – 3 Weeks Implementation  ​
- User Customizable, Carrier Specific Top-Level Questions that comply with state filed forms​
- Standard, Best of Breed Reflexive Questions for Impairment or positive responses​
- Data mapped to Custom State-Filed Forms or no-cost Standardized Output​
- Voice, Stylus, DocuSign or other Signature Options​
- Medications from FDA Orange Book or Client specific RX Data​
- One Touch (Special Authorization requests) and eLab Slip​
- Customizable at additional cost
Agent to Customer Self-Service Process
U*Complete Simplifies the eApp Process While Engaging the Agent with their Client
- Agent Runs a Multi-Carrier Quote and Completes a Drop Ticket ( then Hands-off to Client)
- Emails Link to Customer to Complete the Part A / Part B Optional
- Customer eSigns Forms
- Real-Time Chat with a Call Center for Assistance as Needed
- Warm Transfer to a Call Center (Schedules Exam if Needed)
- Forms & Data are Sent to the Carrier
- Agent is Notified of the Status
- Agent is Freed-Up to Focus on Sales
Carrier Direct to Consumer Process
U*Complete Makes it Easy for Consumers to Apply for Life Insurance from a Carrier’s Website
- Secure Login Process on Carrier’s Website
- Consumer Runs Quote including a Health Analyzer Optional
- Completes Part A / Part B Optional
- eSigns Forms
- Easily Plugs Into Carrier’s Fulfillment Process
- Real-time Chat Available for Assistance if Needed
- Warm Transfer to Call Center (Schedule Exam if Needed)
- Forms and Data are Sent to the Carrier
LIFE INSURANCE DIGITAL END-TO-END PROCESS
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