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0 Optional disclaimer area – i.e. FOR INTERNAL PURPOSES ONLY AG Quick Ticket ® FOR FINANCIAL PROFESSIONAL USE ONLY – NOT FOR PUBLIC DISTRIBUTION.

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Presentation on theme: "0 Optional disclaimer area – i.e. FOR INTERNAL PURPOSES ONLY AG Quick Ticket ® FOR FINANCIAL PROFESSIONAL USE ONLY – NOT FOR PUBLIC DISTRIBUTION."— Presentation transcript:

1 0 Optional disclaimer area – i.e. FOR INTERNAL PURPOSES ONLY AG Quick Ticket ® FOR FINANCIAL PROFESSIONAL USE ONLY – NOT FOR PUBLIC DISTRIBUTION

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 FOR FINANCIAL PROFESSIONAL USE ONLY – NOT FOR PUBLIC DISTRIBUTION

3 2 FOR AGENT USE ONLY – NOT FOR PUBLIC USE  Simplifies the financial professional’s sale  Improves issue time 1-4 days  Increases iGo applications  Financial professional focuses on relationship, sale and customer  American General Life and ExamOne take care of the rest – at no cost to the agency Issue Time (in days) Benefits FOR FINANCIAL PROFESSIONAL USE ONLY – NOT FOR PUBLIC DISTRIBUTION

4 3 FOR AGENT USE ONLY – NOT FOR PUBLIC USE  Selects product and rate class  Prepares client for teleinterview and exam with the Client Preparation Guide AGLC  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 Financial Professional Exam One Ticket Process Overview New Business FOR FINANCIAL PROFESSIONAL USE ONLY – NOT FOR PUBLIC DISTRIBUTION

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 and WY, separate owners/payers  Access AG Quick Ticket  Enter the client’s 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 Agent enters client information on AG Quick Ticket Online Process Licensed Agent determines right product & rate class for client Tickets submitted electronically to vendor Vendor contacts client FOR FINANCIAL PROFESSIONAL USE ONLY – NOT FOR PUBLIC DISTRIBUTION

6 5 FOR AGENT USE ONLY – NOT FOR PUBLIC USE  Application packet completed  Exam takes place at client’s 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 Life Scrubs forms and images to American General Life Online Process (continued) Paramedical exam scheduled Telephone interview Examiner delivers forms for signatures FOR FINANCIAL PROFESSIONAL USE ONLY – NOT FOR PUBLIC DISTRIBUTION

7 6 FOR AGENT USE ONLY – NOT FOR PUBLIC USE How To Get Started : eStation 1.Login to eStation 2.Navigate to: New Business > AG Quick Ticket 3.Select your code and either: Start a New Application (ticket) or view existing Quick Ticket Cases Process & Monitor Your Tickets FOR FINANCIAL PROFESSIONAL USE ONLY – NOT FOR PUBLIC DISTRIBUTION

8 7 FOR AGENT USE ONLY – NOT FOR PUBLIC USE How To Get Started : Agency Custom URL  American General Life will provide a graphic and URL  URL includes customized information including:  BGA name & code  Licensing contact at BGA office - agent can proceed if not appointed, serves as a reminder to work with the BGA if not appointed  BGA case management address – to receive notification from ExamOne when ticket is dropped  Entry via a custom URL is a once and done session. No agent log-in happens so the system does not retain user information and can not save cases for later work  Contact to request your URL FOR FINANCIAL PROFESSIONAL USE ONLY – NOT FOR PUBLIC DISTRIBUTION

9 8 FOR AGENT USE ONLY – NOT FOR PUBLIC USE How To Get Started : Winflex FOR FINANCIAL PROFESSIONAL USE ONLY – NOT FOR PUBLIC DISTRIBUTION

10 9 FOR AGENT USE ONLY – NOT FOR PUBLIC USE Data Enter In LifeSpeed FOR FINANCIAL PROFESSIONAL USE ONLY – NOT FOR PUBLIC DISTRIBUTION

11 10 FOR AGENT USE ONLY – NOT FOR PUBLIC USE Monitor Ticket Status Agency Integrator eStation Producer Business Resource Center FOR FINANCIAL PROFESSIONAL USE ONLY – NOT FOR PUBLIC DISTRIBUTION

12 11 FOR AGENT USE ONLY – NOT FOR PUBLIC USE  Video  Support materials −Producer Guide −User Functionality Guide −Quick Reference Guide −Client Prep Guide Marketing Support FOR FINANCIAL PROFESSIONAL USE ONLY – NOT FOR PUBLIC DISTRIBUTION

13 12 FOR AGENT USE ONLY – NOT FOR PUBLIC USE Questions? Contact: FOR FINANCIAL PROFESSIONAL USE ONLY – NOT FOR PUBLIC DISTRIBUTION

14 13 FOR AGENT USE ONLY – NOT FOR PUBLIC USE Important Information Policies issued by: American General Life Insurance Company (AGL), Policy Form AG Select-a-Term 07007, AG Select-a-Term ICC , AG ROP Select-a-Term 10001, AG Secure Lifetime GUL II 13460, ICC Issuing company AGL is responsible for financial obligations of insurance products and is a member of American International Group, Inc. (AIG). AGL does not solicit business in the state of New York. Policies and riders not available in all states. Guarantees are backed by the claims-paying ability of the issuing insurance company. Prior to soliciting business, be certain you are appropriately licensed and appointed with the insurer and that the product has been approved for sale by the insurer in that state. If uncertain, contact your American General Life Insurance Company representative for assistance. © 2014 AIG. All rights reserved. FOR FINANCIAL PROFESSIONAL USE ONLY − NOT FOR PUBLIC DISTRIBUTION AGLC REV0614 FOR FINANCIAL PROFESSIONAL USE ONLY – NOT FOR PUBLIC DISTRIBUTION


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