Flex eApp Enhancements

Beginning Monday, Jan. 26, our Flex Underwriting platform will offer expanded functionality, including:

• Automated delivery of signed forms to the insured and/or owner: Signed applications forms will be automatically emailed to the insured and/or owner when the agent indicates they are in person for signing forms.
  • If the agent sends an email for electronic signature (including client collaboration for the insured), a separate email with the signed forms will not need to be sent, as the process already provides the ability to download completed forms.
• Addition of a “Specials Requests” free-form text box field: This field will map directly to the Special Requests section of the application (see screenshot below). It is intended to capture administrative requests such as saving age or to notify OneAmerica Financial when multiple cases are submitted for the same client. 

Additionally, follow these key tips to help ensure you have a smooth experience with our new underwriting tool:

• Start fresh. Applications started prior to the launch of Flex can no longer be accurately submitted. While the system may allow you to continue in a case, the information will not transfer correctly and may cause issues downstream. Please create a completely new submission instead of duplicating an application created prior to the Flex launch date. 
• Review the state grid. Currently, Flex is not available in all states, and transition dates vary by state. See the state grid to confirm what option is available in any given state.
• Consult the training materials. We have training material available for you on our Flex Resource Page. If you haven’t checked them out yet, now is the perfect time.
• Resend client-led application for Part II health questions. We’ve received questions about what to do if you need to resend an invitation email to your clients. Please see the brief training to learn how.