Processing Your Business From eApp to eDelivery As your business partner, National Life has made several enhancements to our processes so that we can support you doing business from wherever you like. That’s why we now offer the ability to process new business electronically from virtual customer application through policy eDelivery.
Available everywhere beginning May 18, we are launching our eDelivery process – the electronic delivery and acceptance of policy documents – so you and your agency may continue to conduct business in a socially distant environment. eDelivery will be available in all cases where a valid email address, date of birth, and SSN or ITIN is on file for all required signers. Cases such as trusts, juvenile or pension policies, which may not have all required information available, will be excluded from eDelivery.
This new process has been piloted with a few agencies, and the positive experiences are already rolling in! Hear from one agent who’s been enjoying the new process:
Learn all about this exciting next step in straight through processing by attending one of our webinars:
Topic: New! Policy eDelivery
Webinar Dates / Time (all times Eastern U.S. and Canada) May 13, 2020 1:00 PM
May 14, 2020 1:00 PM
May 15, 2020 1:00 PM
May 18, 2020 1:00 PM
May 19, 2020 1:00 PM
May 20, 2020 1:00 PM
eDelivery is simple to implement. Follow the instructions in this training video and FAQ flyer to learn how to use eDelivery with your clients.
Once available, help your clients easily and electronically complete their policy contract with our client-approved resources:
Client How To Video
Update to New Business Requirements
As we adapt to the new way of doing business, we are updating our business requirements so that we may continue to offer the best protection for your customer. Faced with the health crisis caused by the COVID-19 pandemic, a copy of the good health attestation, which can be found on the policy delivery receipt, is needed as part of application processing.
For this reason, beginning 4/20, we will now require that policy delivery receipts be returned for all life policies. This new requirement will stay in effect through the end of the pandemic. While we recognize this as an additional step for you and the customer, it is an important one that allows us to continue to quickly process new business applications in this remote environment. This extra step in securing new business helps us to make good on our commitment to serve our customers during these uncertain times.
Questions? Please contact us 415-408-7763 x102 | Toll-Free 877-577-5101 x102 | NewBusiness@OptimaFIS.com