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Welcome! Agent Training Submitting New Business. The Process CBS Receives Agent Contracting Kit Agent Receives Packet With Link to Sign up to Submit Business.

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Presentation on theme: "Welcome! Agent Training Submitting New Business. The Process CBS Receives Agent Contracting Kit Agent Receives Packet With Link to Sign up to Submit Business."— Presentation transcript:

1 Welcome! Agent Training Submitting New Business

2 The Process CBS Receives Agent Contracting Kit Agent Receives Packet With Link to Sign up to Submit Business On-line Agent Goes to Link to Activate Agent May Now Quickly and Easily Generate Quotes Agent is Now Ready to Submit Business On-line! Welcome to CBS LINK1 – Agent Back Office: LINK2 - Generate Quote/On-line App: Agent Receives Auto- with TWO Personal Links to Submit Business On-line 2

3 Sample Auto- sent to Agent The Process Continued 3

4 Submitting Business On-line Log into provided agent specific link. Select product client has chosen. Follow steps to complete application with client present, sign & upload. If client not present, Agent skips the signing portion & application is ed to client. Client receives , signs app & returns to agent for agent to complete process. Streamlined Process EXPEDITE PROCESSING!! Applications free of errors are processed quickly and accurately. Please review all information prior to submission. 4

5 Agent Login 5

6 Primary Insured Enter Info Required 6

7 Primary Insured Select Plan Sample of Single Shown 7

8 Primary Insured Select Plan Sample of Spouse & Children Shown Select premium shown in right column for FAMILY – not individual shown to left 8

9 Primary Insured Review Plan & Apply SINGLE OPTION SHOWN FAMILY OPTION SHOWN Review page thoroughly with client 9

10 On-line Application Begin Application SS# is required to apply for product Accuracy now saves time later! Select Bank Draft or Credit Card ONLY NOTE: Bank draft option allows client to choose draft date / Credit Card option charges immediately. Family members entered ONLY if family option/premium selected at beginning of application / Leave blank on individual apps. 10

11 On-line Application Medical Questions NOTE: o Explanations MUST be required for any questions answered with a YES o Explanation to include: Who / What Condition / Diagnosis Dates / Dr. Info o Questions 1-8 pertain to ALL persons on application (applicant - not family history questions) o Question #5 regarding smoker/non-smoker MUST correspond to answer entered at beginning of application process o Question #9 is the family history question 11

12 On-line Application Banking Info 12

13 On-line Application Understanding Critical Condition System will prompt client to scroll through & read entire document before accepting at the end. 13

14 On-line Application Obtaining Client Digital Signature 14 Client Present: Select Sign Now CLIENT MUST BE PRESENT IN PERSON OR VIA SCREEN SHARE TO SELECT THIS OPTION (once client signs, AGENT MUST go to back office to provide agent signature & upload) Client NOT Present: Select I do not wish to sign at this time Agent MUST then log into back office to send to client: Agent will then be required to sign & upload the completed app. Agent MUST then click to Finish Processing Application

15 On-line Application Sign Now Option Chosen: Obtaining Client Signature while client present in person or via screen share 1.Primarys Info 2.Fraud Warning 3.Disclosure Statement 4.Confirm Doctors Info 5.Confirm Bank Info 6.Understanding Benefits 7.Understanding Benefits Cont. 8.Understanding Benefits Cont. 9.Understanding Benefits Cont. 10.Application Signature Sheet 11.CI Policy Info Client will review & click sign on all 11 pages. Agent CANNOT sign on Clients behalf. 15

16 On-line Application Sample of Client Application Signed while present with Agent Agent MUST click to go to back office to provide agent signature & upload app. 16

17 Agent Back Office Agent Log-in: Select List Policies 17

18 Agent Back Office Policies C Shows Client Signature Complete Click on Clients Name 18

19 Agent Back Office Obtaining Agent Signature 19

20 Agent Back Office Obtaining Agent Signature Continued 20

21 Agent Back Office Obtaining Agent Signature Continued MUST RETURN TO POLICY MANAGER TO UPLOAD APP 21

22 Agent Back Office Obtaining Agent Signature Completed A Shows Agent Signature Complete Click on Clients Name to upload 22

23 Agent Back Office Uploading Application 23 FINAL STEP REQUIRED

24 Agent Back Office Uploading Application 24

25 Agent Back Office Policy Shows as uploaded Status Codes: C: Client Signed A: Agent Signed U: Uploaded to CBL $: Client paid by credit card 25

26 Agent Back Office When App is completed & option is chosen for: I do not wish to sign at this time: Agent MUST log into their back office to initiate obtaining clients signature Agent Log-in: Select List Policies 26

27 Agent Back Office Obtaining clients signature for a completed app CLICK ON CLIENTS NAME 27

28 Agent Back Office Obtaining Client Signature continued 28

29 Agent Back Office System Auto-sends to Client SAMPLE CLIENT SELECTS LINK 29

30 On-line Application Client Signature 1.Primarys Info 2.Fraud Warning 3.Disclosure Statement 4.Confirm Doctors Info 5.Confirm Bank Info 6.Understanding Benefits 7.Understanding Benefits Cont. 8.Understanding Benefits Cont. 9.Understanding Benefits Cont. 10.Application Signature Sheet 11.CI Policy Info Client will review & click sign on all 11 pages. 30

31 Client Signature Complete Agent Back Office Agent Notification automatically ed to agent Agent MUST go to their back office in order to provide AGENT SIGNATURE and to upload app. as previously demonstrated. 31

32 CBS INSURANCE PO. BOX PHOENIX, ARIZONA PHONE: FAX: CBS INSURANCE PO. BOX PHOENIX, ARIZONA PHONE: FAX: Thank You! You are now ready to begin submitting business on-line! CLIENT Services DEARBORN NATIONAL CUSTOMER SERVICE AGENT Services L. JORDAN (LJ) DIRECTOR OF AGENT SERVICES LAURIE LUNSFORD OFFICE MANAGER Marketing & Administration JAMES JORDAN, PRESIDENT J.R. JORDAN, SENIOR VICE PRESIDENT


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