TMK Agent training only. Not for sales use. E-App and Supplies Brenda Martin Senior Vice President TMK Agent training only. Not for sales use.
TMK Agent training only. Not for sales use. E-App TMK Agent training only. Not for sales use.
TMK Agent training only. Not for sales use. CPU: 1.6 GHZ Pentium Processor RAM: 1 GB 40 GB Hard Drive DVD Rewritable Drive (DVD-RW) Laptop Minimum Requirements
TMK Agent training only. Not for sales use inch monitor or larger (1024x768 minimum resolution) At least one USB port Audio Capable Laptop Minimum Requirements
TMK Agent training only. Not for sales use. Java must also be added and enabled within Internet Explorer. (Mozilla, Chrome, and Safari are not compatible.) Note: E-App will not work with mini-laptops or netbooks E-App
TMK Agent training only. Not for sales use. Assign someone to help with the download process Train the Agent how to use the E-App E-App Agent Training
TMK Agent training only. Not for sales use. Must synchronize with the Home Office every 7 days (upload/download) Always load the Franchise before arriving at the customer’s place of business. E-App – Agent Training
TMK Agent training only. Not for sales use. E-App – Agent Training The customer’s electronic signature is considered the same as any other signature. There is NEVER a circumstance when the Agent can type the customer’s name.
TMK Agent training only. Not for sales use. Verify the correct Agent number is selected for commissions before upload – no adjustments Verify the address and phone numbers within the Agent Information section. Confirmations will be sent to this address and the phone number selected for text messaging. E-App – Agent Training
TMK Agent training only. Not for sales use. Don’t hold apps until Friday Apps must be uploaded by 3:30 p.m. Central time on Friday to count in the gross submit for the week. Apps with complex beneficiaries (3 or more or other) require an additional day of underwriting – upload by 3:30 p.m. on Thursday to count towards the week’s gross submit. E-App Uploads
TMK Agent training only. Not for sales use. Problem locations Hotel Chains and Fast Food Restaurants with a proprietary Firewall Protected Corporate Networks. Known locations are: Panera Bread, Motel 6, Chik Fil –A, Etc. Upload from a proven network such as home or office. E-App Uploads
TMK Agent training only. Not for sales use. Send to Friday uploads 1.Send to document the problem 2.Call Option 2 for assistance E-App Upload Problems
TMK Agent training only. Not for sales use. E-App – BM Information Confirmation sent to your Branch Manager mailbox View details of E-Apps uploaded on website
TMK Agent training only. Not for sales use. E-App
TMK Agent training only. Not for sales use. E-App Applications uploaded on this date Listed in Agent number order Test Apps will not display
TMK Agent training only. Not for sales use. Details will vary based on the information required to issue the policy. General information includes: Date and time of upload App type Submitting Agent Commissioned Agent Mode of Payment E-App Employer Franchise Number Employment Date Mode Premium Total Annual Premium
TMK Agent training only. Not for sales use. E-App
TMK Agent training only. Not for sales use. E-App Applicant info – Related to Agent Primary Insured info
TMK Agent training only. Not for sales use. E-App Relationship of Applicant to Insured Address, phone, etc.
TMK Agent training only. Not for sales use. Bank name and address and bank routing number if app was submitted on bank draft Trial app - if applicable “Not gathered for this policy type” if the information is not required E-App
TMK Agent training only. Not for sales use. Review the details of the applications uploaded and identify training needs If you suspect fraudulent activity, contact: or Review
TMK Agent training only. Not for sales use. Supplies TMK
Agent training only. Not for sales use. Know your Order Week LNL system will only allow you to order one day during your assigned Order Week. Allow 7 days for shipping Ordering Supplies - LNL
TMK Agent training only. Not for sales use. Ordering Supplies - LNL
TMK Agent training only. Not for sales use. Ordering Supplies - LNL
TMK Agent training only. Not for sales use. Ordering Supplies - LNL
TMK Agent training only. Not for sales use. Ordering Supplies - LNL
TMK Agent training only. Not for sales use. Ordering Supplies - LNL
TMK Agent training only. Not for sales use. Ordering Supplies - LNL
TMK Agent training only. Not for sales use. Ordering Supplies - LNL
TMK Agent training only. Not for sales use. Ordering Supplies - LNL
TMK Agent training only. Not for sales use. Ordering Supplies - LNL
TMK Agent training only. Not for sales use. Ordering Supplies - LNL
TMK Agent training only. Not for sales use. Form Numbers by state can be found in your online reports on IC Ordering Supplies
TMK Agent training only. Not for sales use. Verify applications and brochures required on the Product Availability Chart Ordering Supplies
TMK Agent training only. Not for sales use. Oral Swab Order Form
TMK Agent training only. Not for sales use. Ordering Supplies - UA UA Branches that have not converted order LNL supplies on the LNL website
TMK Agent training only. Not for sales use. Ordering Supplies - UA
TMK Agent training only. Not for sales use. UA order form – order will be processed during your Order Week Ordering Supplies - UA
TMK Agent training only. Not for sales use. UA orders Ordering Supplies - UA
TMK Agent training only. Not for sales use. Lead items charged to Lead Account Lead Boxes: Cancer MedFacts Child Safe Medicare Supplement (UA only) HDF (UA only) Child Safe Kits MedFacts Kits Ordering Supplies
TMK Agent training only. Not for sales use. Lead items not charged to Lead Account Recruiting Memorial Guide Door Hanges Ordering Supplies
TMK Agent training only. Not for sales use. Emergency Supply Requests or questions Shipping charged to Branch Manager’s pay Ordering Supplies
TMK Agent training only. Not for sales use. First Year - The supplies are charged to the supply account. Supply account charges will appear on the monthly Branch expense account. Office supplies will only be approved if the Z-Account is positive. Ordering Supplies
TMK Agent training only. Not for sales use. Office supplies are ordered through OfficeMax. Toner – Order from B2B Toner Ordering Supplies