We think you have liked this presentation. If you wish to download it, please recommend it to your friends in any social system. Share buttons are a little bit lower. Thank you!
Presentation is loading. Please wait.
Published byGervase Sims
Modified about 1 year ago
The TeleApp Process For producer use only. Not for use with consumers
14928PPT The TeleApp Process (10/09) ©2009 Standard Insurance Company What is TeleApp? TeleApp is another way to take an individual disability Insurance (IDI) application. It is a convenient way to submit an application that uses a third party vendor to ask the medical questions on the IDI application using a telephone interview. The telephone interview is conducted by LifePlans.* LifePlans is an independent vendor and not affiliated with or otherwise a part of The Standard
14928PPT The TeleApp Process (10/09) ©2009 Standard Insurance Company Features of TeleApp Available in all states (except NY) Can be used for all products in The Protector Series disability insurance: The Protector SM* The Protector+ SM The Business Protector SM The Business Equity Protector SM and for All occupation classes Old Fashioned Underwriting Second Chance Underwriting The Protector is only available in California. The Protector+ is not available in CA.
14928PPT The TeleApp Process (10/09) ©2009 Standard Insurance Company How is the TeleApp process initiated? The first step is to print the state-specific Application for Disability Insurance. The “traditional” application is also used for TeleApp. The Standard’s state specific applications can be found at Click on Find Forms and choose the state specific application from New Business Forms. If you are familiar with the application packets, you will notice some changes to the content.
14928PPT The TeleApp Process (10/09) ©2009 Standard Insurance Company IDI application packets changes A new instruction page has been added to the application packet after the Disability Insurance Application Checklist and Cover Sheet. It is titled TeleApp Producer Instructions. Please review these instructions. They will guide you and your customer through the TeleApp process
Discussion Topics for Disability Insurance Prospects
14928PPT The TeleApp Process (10/09) ©2009 Standard Insurance Company Discussion Topics for Disability Insurance Prospects This page of the application packet is not new. All of these questions should always be reviewed with your customer, however, for TeleApp, The Standard requires that the answers to questions 1 through 4 are provided with the application before ordering the phone interview.
14928PPT The TeleApp Process (10/09) ©2009 Standard Insurance Company Discussion Topics for Disability Insurance Prospects You can document answers on this form, in the Remarks section on the Producer Information or on a separate cover memo. If your customer discloses any medical history in discussing these questions, contact your MGA or SMP so they can discuss the issue with an underwriter at The Standard before you submit the application. This will help to manage your customer’s expectations with regard to the possible outcome of underwriting, and help to reduce wastage caused by declines, rated and/or not-taken cases.
14928PPT The TeleApp Process (10/09) ©2009 Standard Insurance Company How to notify The Standard that you are using TeleApp On the Producer Information Report for Application for Disability Insurance, please check Yes on Question 16 and follow the instructions regarding the discussion topic questions 1, 2, 3, and 4 referenced earlier.
14928PPT The TeleApp Process (10/09) ©2009 Standard Insurance Company Completing the IDI application After reviewing the discussion topics with your customer and if there are no medical issues to be discussed with the Underwriting Department at The Standard, proceed to complete the rest of the application. All application questions except the medical questions must be answered by the applicant. The medical questions are on pages 4 and 5 (In California, pages 6 and 7) of the Application for Disability Insurance. When you print the application you may remove these pages or keep them with the application packet. After you have completed the application with your customer, please submit to your MGA or SMP, who will forward it to The Standard’s home office.
The Telephone Interview
14928PPT The TeleApp Process (10/09) ©2009 Standard Insurance Company Underwriting review When the application requesting TeleApp is received at The Standard, the Underwriting Department will review the application to confirm that TeleApp has been indicated on the Producer Information Report, The answers to questions 1, 2, 3, 4 from the Discussion Topics for Disability Insurance Prospects have been submitted and The non-medical questions on the application have been completed.
14928PPT The TeleApp Process (10/09) ©2009 Standard Insurance Company Ordering the TeleApp Interview The Underwriting Department will contact LifePlans to request the telephone interview. LifePlans will contact your customer to schedule an appointment to conduct the telephone interview. During the telephone interview, LifePlans will document the answers on pages 4 and 5 (in California pages 6 and 7) from the Application for Disability Insurance and forward this information to The Standard. The Standard will include a copy of the complete application in the issued policy
14928PPT The TeleApp Process (10/09) ©2009 Standard Insurance Company The TeleApp Interview Experienced nursing professionals will talk with your customers. They are skilled in collecting detailed medical information and are flexible with scheduling appointments to meet your customers’ needs. LifePlans will record the answers to the medical questions on The Standard’s Application for Disability Insurance which, as mentioned earlier, will also be included with the issued policy. At policy delivery, please review the answers with your customer to confirm that the answers were complete, true and accurate at the time of the application.
14928PPT The TeleApp Process (10/09) ©2009 Standard Insurance Company Questions? If you have questions about using TeleApp with The Standard, please contact your MGA or SMP.
14928PPT The TeleApp Process (10/09) ©2009 Standard Insurance Company
© 2010 Standard Insurance Company 14928PPT (Rev 5/14) SI/SNY TeleApp Overview For Producers An Overview Of TeleApplications For Producers For producer.
TeleApplications Producer Overview For producer use only. Not for use with consumers.
14507PPT(8/09) What they are and how to exercise them at The Standard Future Purchase Options For producer use only. Not for use with consumers.
Applying for IDI is simple again with Old Fashioned Underwriting SM For producer use only. Not for use with consumers.
© 2010 Standard Insur SI/SNYe Company How To Exercise Future Purchase Options PPT (Rev 10/14) SI/SNY For Producer Training. Not for use with consumers.
It’s easy to find IDI sales, marketing and reference materials For producer use only. Not for use with consumers.
P.1 Applying for IDI is simple again with Old Fashioned Underwriting SM For producer use only. Not for use with consumers.
A guide to Policy Inquiry For producer use only. Not for use with consumers.
Solution Series Solution Series Agent Use Only: Not for public distribution.
Home Protector Agent Use Only: Not for public distribution.
1 DI Underwriting Making it Simple. 2 Mutually Exclusive Definition Definition Wikipedia… in layman’s terms 2 events are mutually exclusive if they cannot.
13929PPT (Rev 7/14) SI/SNY How You Can Increase Your Success Placing Modified Offers How You Can Increase Your Success In Placing Modified Offers For producer.
Self Service: Security & View and Update Personal Information.
SI 15608PPT (Rev 1/14) Buy/Sell Funding Disability Insurance at The Standard For producer training only. Not for use with consumers.
Easy Term Agent Use Only: Not for public distribution.
For producer information only. Not for use in sales situations. SIMPLIFIED UNDERWRITING Individual Disability Insurance (IDI) The fastest way to write.
PLAG For Agent Use Only. Do Not Use With Consumers TeleLife ® A streamlined process for submitting life insurance applications.
Tele underwriting is a procedure in which a home office interviewer (who may or may not have underwriting experience) interviews Applicants on the telephone.
Life/DI Combo: Total Risk Protection 1 The Principal Financial Group® Life/DI Combo Total Risk Protection.
Family Assessment Service Engagement Event 21 st August 2013 NWCE-9A3GPK.
0 FOR INTERNAL USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC. FOR PRODUCER USE ONLY. NOT FOR DISSEMINATION TO THE PUBLIC.
Welcome to the Southeastern Louisiana University’s Online Employment Site Applicant Tutorial!
HIPAA Training Workshop #3 Individual Rights Kaye L. Rankin Rankin Healthcare Consultants, Inc.
The UT Health Science Center San Antonio: Online Tutorial for the Online Employment System (OES) The UT Health Science Center San Antonio: Online Tutorial.
Supervision SICOR Securities, Inc.. Why? NASD 3110 requires the firm to “…establish and maintain a system to supervise the activities of each registered.
Functional resumé format: Emphasizes relevant skills Used for entry-level positions Chronological resumé format: Emphasizes related work experience and.
Online Training for TEXAS TECH UNIVERSITY and TEXAS TECH HSC Hiring Managers Employment Office April 2003.
For Producer Use Only. Not For Use With The Public. CRN Disability Income Insurance Radius® Executive Select.
MO 260-Seminar Three. Agenda O Review Unit 2 O Week 3 Deliverables O Appointment Scheduling O New Patients O Established Patients O Verbal and Written.
ELISTING How to use eListing to conveniently and quickly file your personal property listing online. DEPARTMENT OF ASSESSMENTS King County To navigate.
Step 1: Go to https://www.enterprise.com/en/home.html https://www.enterprise.com/en/home.html 2/29/16.
Excise Tax IFTA/Intrastate E-File July 2014.
Start the slide show by clicking on the "Slide Show" option in the above menu and choose "View Show”. or – hit the F5 Key.
0 FOR INTERNAL USE ONLY – NOT FOR DISSEMINATION TO THE PUBLIC. FOR PRODUCER USE ONLY - NOT FOR DISSEMINATION TO THE PUBLIC.
Landlord Utility Services Work Instructions. To enter the portal, simply enter your assigned User ID and Password, provided by Consumers Energy. Log In.
Online Recruiting System Hiring Manager Presentation This presentation will take about 15 minutes. Click on your mouse to go to the next slide OR click.
Hospice and Palliative Accrual for Recertification (HPAR) for CHPPN, CHPLN, CHPCA.
Have You Read Your Medical Record? Peggy Beck, RHIA, CMT, FAAMT.
Tri-Counties Regional Center (TCRC) DS1891 Compliance Website Information and Instructions Biennial Requirement to Update Form DS1891 – Applicant/Vendor.
INTRODUCTIONS A TIME FOR SHARING Hello and Welcome back !
Accessibility Resources: An Introduction to the Memo Professor and student sitting and talking.
INTERNAL USE ONLY Main Menu This demonstrator aims to provide you with an overview of the various tasks which can be performed via the
Welcome to the Online Employment Applicant Tutorial Click here for next screen.
FILING REQUIREMENTS FOR THE SURPLUS LINE ASSOCIATION OF CALIFORNIA THE SURPLUS LINE ASSOCIATION OF CALIFORNIA DILIGENT SEARCH REPORT (SL-2 FORM) DECONSTRUCTED.
Learning today. Transforming tomorrow. REED: Review Existing Evaluation Data 55 slides.
Part 4—The Job Hunt Chapter 16 Applying for Jobs.
1 Motor Fuels IFTA/Intrastate E-File
People to People Online Health Form Introduction, Instructions, and Screen Shots for Leaders.
Disclaimer This presentation is the property of MarketLinx Solutions™ and is intended for the exclusive use of NTREIS and may not be distributed, copied.
© 2017 SlidePlayer.com Inc. All rights reserved.