Life eApp (LifeSpeed) now available on VitalQuote
VitalQuote now supports a new feature to choose a quote and initiate an electronic
application (eApp) with the carrier through Zinnia Distributor Solutions, LLC’s LifeSpeed solution. This
new feature, enabled when a quote is highlighted, is available for carriers’ products
that are supported on LifeSpeed. We are proud to announce that Banner Life
(and William Penn) are supporting this process with their OpTerm and Value Term
products. The submitted electronic (ticket, pre-) applications will be submitted
directly into Banner’s AppAssist program. Banner will call the client for
an interview to gather the formal application, schedule exams and labs, and underwrite
the case.
The integration between VitalQuote and LifeSpeed prevents the need for the agent
to re-enter the client and quote information into a separate electronic application
order entry carrier website. The process will save valuable time for agents
and prevent data entry errors.
Use Zinnia Distributor Solutions, LLC’s LifeSpeed/eApp solution to:
- Complete applications faster and eliminate paper with pre-filled electronic applications
- Reduce application errors and “Not in Good Order” submissions
- Increase compliance & regulatory oversight
VitalQuote Users
By highlighting a Banner Term product from the Quote Results, the LifeSpeed link
will become enabled (see image below). Click on the View eApps button to open the LifeSpeed application
(sample screen image below) where you can enter your agent information and validate
your client information before electronically submitting the application to the
carrier.
The client and product information are pre-filled. Simply update the agent information
and select NEXT. Once you Validate the information you can then Submit
the application directly to the carrier.
** To see previously submitted or in-progress LifeSpeed eApps, go to the Status
of Business tab by selecting LifeSpeed from the VitalQuote Tools menu.