Request an application by pressing the button. Don’t forget to include the three best times to talk.
Sorry, but you’ll actually have to talk to an insurance agent here. We can’t get around this just yet…and those who say they can, well, they can’t either. It’s an industry thing. This call will complete the application and take about 20 minutes.
Depending on the carrier, you’ll sign your documents by web or paper and send them back to us.
If you need an exam, now’s the time to do it. We’ll handle the scheduling for you based on your availability. All you have to do is be there (they come to you) and provide those pesky little, ahem, samples.
This one’s all on us. We’ll get you underwritten as efficiently as possible. There may be a few follow up items, but we’ll chase them down for you. If we need to communicate with you during this time we’ll do it based on your preference (email or phone).
Underwriting decisions!! We’ll get it all wrapped up for you, send you your policy and final documents for signature, and just like that…YOU’RE INSURED.
We’ll touch base with you annually to make sure the original plan still makes sense. If you want more attention, you’ll get it.
There really isn’t one, but don’t lists always end at 10?