Tips for a Successful Year-End

With the holidays and the end of the year coming up, it’s more important than ever to get new business applications processed without hiccups. To make sure everything will be smooth sailing, take a moment to review some of our year-end tips and reminders.

New Business Tips

• Use eApp for faster approval.
• Tell us about companion cases early on.
• Check the agent portal for policy updates and case status.
• Respond accurately and fully to requests and communicate clearly.
• DocuSign promptly when using eDelivery.
• Tell clients how to easily make payments.

Life insurance business only:

• Use XRAE, our self-service tool, to complete real-time underwriting quotes.

Annuity business only:

• Provide all suitability information and don’t skip any questions.
• Complete SRAs and TPA approval for 403b/457 business if there’s a salary deduction.

Deadlines for Your 2024 Application Processing