paper driven application process (signature via fax)
DESCRIPTION
Paper Driven Application Process (signature via fax). Long Term Care Insurance. For Agent Use Only. Not For Solicitation Purposes. Paper Application Process Overview. Access the Application www.YourLifeSecure.com ‘Resource Center’. Print Complete Application & Forms Kit. - PowerPoint PPT PresentationTRANSCRIPT
![Page 1: Paper Driven Application Process (signature via fax)](https://reader035.vdocument.in/reader035/viewer/2022062309/568139c0550346895da16684/html5/thumbnails/1.jpg)
Paper Driven Application Process
(signature via fax)
Long Term Care Insurance
For Agent Use Only. Not For Solicitation Purposes
![Page 2: Paper Driven Application Process (signature via fax)](https://reader035.vdocument.in/reader035/viewer/2022062309/568139c0550346895da16684/html5/thumbnails/2.jpg)
Paper Application Process Overview
Fax Entire Application
866-556-3393
Fax Entire Application
866-556-3393
Print CompleteApplication & Forms Kit
Print CompleteApplication & Forms Kit
Data Enter ApplicationData Enter Application
Access the Applicationwww.YourLifeSecure.com
‘Resource Center’
Access the Applicationwww.YourLifeSecure.com
‘Resource Center’
Client AppointmentConsultation & Signature
Client AppointmentConsultation & Signature
![Page 3: Paper Driven Application Process (signature via fax)](https://reader035.vdocument.in/reader035/viewer/2022062309/568139c0550346895da16684/html5/thumbnails/3.jpg)
Visit your agent portal
![Page 4: Paper Driven Application Process (signature via fax)](https://reader035.vdocument.in/reader035/viewer/2022062309/568139c0550346895da16684/html5/thumbnails/4.jpg)
Enter the “Resource Center”
![Page 5: Paper Driven Application Process (signature via fax)](https://reader035.vdocument.in/reader035/viewer/2022062309/568139c0550346895da16684/html5/thumbnails/5.jpg)
![Page 6: Paper Driven Application Process (signature via fax)](https://reader035.vdocument.in/reader035/viewer/2022062309/568139c0550346895da16684/html5/thumbnails/6.jpg)
Paper Application Process Overview
Fax Entire Application
866-556-3393
Fax Entire Application
866-556-3393
Data Enter ApplicationData Enter Application
Client AppointmentConsultation & Signature
Client AppointmentConsultation & Signature
![Page 7: Paper Driven Application Process (signature via fax)](https://reader035.vdocument.in/reader035/viewer/2022062309/568139c0550346895da16684/html5/thumbnails/7.jpg)
![Page 8: Paper Driven Application Process (signature via fax)](https://reader035.vdocument.in/reader035/viewer/2022062309/568139c0550346895da16684/html5/thumbnails/8.jpg)
Helpful Pop-ups (not errors)
![Page 9: Paper Driven Application Process (signature via fax)](https://reader035.vdocument.in/reader035/viewer/2022062309/568139c0550346895da16684/html5/thumbnails/9.jpg)
![Page 10: Paper Driven Application Process (signature via fax)](https://reader035.vdocument.in/reader035/viewer/2022062309/568139c0550346895da16684/html5/thumbnails/10.jpg)
Enter “Your Business”
![Page 11: Paper Driven Application Process (signature via fax)](https://reader035.vdocument.in/reader035/viewer/2022062309/568139c0550346895da16684/html5/thumbnails/11.jpg)
Variances: On-Line vs. PaperThe Online Application The Paper Application
Personal Worksheet:
Section ‘L’
The Personal Worksheet:
Separate document
Agent’s Report:
Section ‘M’
Agent’s Report:
Section ‘N’
Applicant Authorization:
Section ‘N’
Applicant Authorization:
Section ‘M’
HIPAA Form:
Section ‘O’
HIPAA Form:
Section ‘L’
Final Checklist:
Section “P”
Final Checklist:
Section “P”
![Page 12: Paper Driven Application Process (signature via fax)](https://reader035.vdocument.in/reader035/viewer/2022062309/568139c0550346895da16684/html5/thumbnails/12.jpg)
Other Helpful Presentations
Page by Page on-line Application
Policy Decisions: Issued or Adverse
Amendment Process
Monitoring your Business
Changes to Coverage