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0 FOR AGENT USE ONLY – NOT FOR PUBLIC USE AG Quick Ticket ®

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Presentation on theme: "0 FOR AGENT USE ONLY – NOT FOR PUBLIC USE AG Quick Ticket ®"— Presentation transcript:

1 0 FOR AGENT USE ONLY – NOT FOR PUBLIC USE AG Quick Ticket ®

2 1 FOR AGENT USE ONLY – NOT FOR PUBLIC USE You asked, we answered Life insurance distribution is changing Consumers expect fast and easy processing Our ultimate goal: A best-in-class solution

3 2 FOR AGENT USE ONLY – NOT FOR PUBLIC USE Benefits Simplifies the producers sale Improves issue time 1-4 days Increases iGo applications Producer focuses on relationship, sale and customer American General and ExamOne take care of the rest – at no cost to the agency

4 3 FOR AGENT USE ONLY – NOT FOR PUBLIC USE Selects product and rate class Prepares client for teleinterview and exam Accesses AG Quick Ticket Enters data and eSigns Checks status Completes application packet Schedules exam Delivers application packet for signatures QCs form then eSubmits Submitted for underwriting decision If approved, policy delivered Producer Exam One New Business Ticket Process Overview

5 4 FOR AGENT USE ONLY – NOT FOR PUBLIC USE AG Select-a-Term®: 15 & 20 – 30 years AG ROP Select-a- Term® : 20 – 35 years AG Secure Lifetime GUL® II : Fixed UL with Guarantees Not currently available: Replacements in AR and NY, separate owners/payers Access AG Quick Ticket Enter the clients information Explain the next steps to the client outlining the teleinterview and paramedical exam process All required fields must be completed Ticket submitted to vendor for fulfillment Client contacted in 24 hours If no contact is made, follow-up every 26 hours up to 7 days Licensed Agent determines right product & rate class for client Agent enters client information on AG Quick Ticket Ticket submitted electronically to vendor Vendor contacts client Online Process

6 5 FOR AGENT USE ONLY – NOT FOR PUBLIC USE Application packet completed Exam takes place at clients home, place of business or at an ExamOne branch office. Application packet provided to the client for review and signatures Examiner performs exam Application packet checked for completeness Application packet images sent to American General Telephone interview Paramedical exam scheduled Examiner delivers forms for signatures Scrubs forms and images to American General Online Process, continued

7 6 FOR AGENT USE ONLY – NOT FOR PUBLIC USE How To Get Started From Winflex

8 7 FOR AGENT USE ONLY – NOT FOR PUBLIC USE Data Enter In LifeSpeed

9 8 FOR AGENT USE ONLY – NOT FOR PUBLIC USE Monitor Ticket Status Agency Integrator eStation Producer Business Resource Center

10 9 FOR AGENT USE ONLY – NOT FOR PUBLIC USE Marketing Support Video Support materials Producer Guide User Functionality Guide Quick Reference Guide Client Prep Guide

11 10 FOR AGENT USE ONLY – NOT FOR PUBLIC USE Questions? Contact

12 11 FOR AGENT USE ONLY – NOT FOR PUBLIC USE Important Information Policies issued by: American General Life Insurance Company (AGL), 2727-A Allen Parkway, Houston, Texas AG Select-a-Term Policy Form Number 07007, AG Select-a-Term Policy Form Number ICC , AG ROP Select-a-Term Policy Form Number 10001, AG Secure Lifetime GUL II Policy Form Numbers 13460, ICC The underwriting risks, financial and contractual obligations and support functions associated with products issued by AGL are its responsibility. Guarantees are subject to the claims paying ability of the issuing insurance company. AGL does not solicit business in the state of New York. AGL is a member company of American International Group Inc., (AIG). AIG does not underwrite any policy described herein. Policies and riders not available in all states. Important: Prior to soliciting business, be certain that you are appropriately licensed and appointed with the insurer and that the product has been approved for sale by the insurer in that state. © 2014 AIG. All rights reserved. FOR AGENT USE ONLY- NOT FOR PUBLIC USE AGLC REV0414


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