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TMK1536 092910Agent training only. Not for sales use. Licensing, E-Docs John Sheere Manager Agency Support Services TMK1536 092910Agent training only.

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Presentation on theme: "TMK1536 092910Agent training only. Not for sales use. Licensing, E-Docs John Sheere Manager Agency Support Services TMK1536 092910Agent training only."— Presentation transcript:

1 TMK Agent training only. Not for sales use. Licensing, E-Docs John Sheere Manager Agency Support Services TMK Agent training only. Not for sales use.

2 TMK Agent training only. Not for sales use. Agenda When to use UA and LNL EDOCS Data Sheet – Review of Key Items Appointment Process – Temp and Perm Appointment Process – Non-Resident Contact Information Questions

3 TMK Agent training only. Not for sales use. When to use UA and LNL EDOCS True Liberty Branch - Always use LNL EDOCS Conversion/Cross-Sell Branch - Depends on license type and products to be sold

4 TMK Agent training only. Not for sales use. When to use UA and LNL EDOCS Conversion/Cross-Sell Branches Applicant holds perm license  Always upload through UA EDOCS  LNL contract will be included to be signed  Issuance of the LNL number is an overnight process once the UA number is activated

5 TMK Agent training only. Not for sales use. When to use UA and LNL EDOCS Conversion/Cross-Sell Branches Applicant holds temp license  Upload through UA EDOCS if Agent will sell only true UA products (GA, IL, TX Only)  Upload through LNL EDOCS if Agent will sell Medicare and/or true LNL products

6 TMK Agent training only. Not for sales use. Data Sheet – Review of Key Items Next we will review a sample data sheet for some commonly missed items.

7 TMK Agent training only. Not for sales use. Sample Data Sheet Issues

8 TMK Agent training only. Not for sales use. Sample Data Sheet Issues Invalid Social Security Number Last name misspelled Incorrect birthday U.S. citizen Resident history Question 7 yes answers Ever used another name AL only (5 year work history) Felony question

9 TMK Agent training only. Not for sales use. Appointment Process – Temp States Proof of temp license AL – $50 payment through PayPal or in the Home Office via money order FL/MS – Copy of online application or copy of the temp license GA/TX – Original Temp App and proof of completed fingerprinting IL – Original Temp App * Note – TX temps should only be used when absolutely necessary because of the cost and limited number

10 TMK Agent training only. Not for sales use. Appointment Process – Temp States (LNL) Process steps Internal Background Check State background check Agent number issued (not activated) Welcome packet sent Verify license has been issued through NIPR Complete appointment with the state (if required) Activate Agent number to write business

11 TMK Agent training only. Not for sales use. Appointment Process – Temp States (UA) Process steps Internal Background Check State background check Verify license has been issued through NIPR Complete appointment with the state (if required) Agent number issued and activated to write business Welcome packet sent

12 TMK Agent training only. Not for sales use. Appointment Process – Perm States (LNL) Process steps Passing results received Internal background check State background check Agent number issued (not activated) Welcome packet sent Verify license has been issued through the NIPR Complete appointment with the state (if required) Activate Agent number to write business

13 TMK Agent training only. Not for sales use. Appointment Process – Perm States (UA) Process steps Verify license has been issued through the NIPR Internal background check State background check Complete appointment with the state (if required) Agent number issued and activated to write business Welcome packet sent

14 TMK Agent training only. Not for sales use. Appointment Process – Non-Resident Send request to appropriate box for requested states License must be issued and on NIPR before appointment can be made Upline must be licensed and appointed in requested states Conversion Branch requests will be added to both UA and LNL unless otherwise specified

15 TMK Agent training only. Not for sales use. Agent Licensing Contact Information This is where all UA Agent Licensing questions and correspondence should be sent. This is where all LNL Agent Licensing questions and correspondence should be sent. Uploads arrive next day and take 2-3 days to process External background checks can take 3-5 days responses within 48 hours

16 TMK Agent training only. Not for sales use. What have you put on your To Do List? TMK Agent training only. Not for sales use.


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