Drop Ticket is Updated for Combo Cases

If you submit ‘combo’ cases – life and individual disability insurance (IDI) together – we have good news for you. The Principal Drop Ticket has been updated to allow you to indicate you want the Part B completed for both life and IDI. When you select ‘yes’ to the question to include both, the applicant will be presented with questions for both when completing the Part B.

Drop Ticket tip: To ensure the eSignature process goes smoothly, be sure to include a valid email address and direct phone number for both the financial professional and client. Do not provide 800 numbers, phone numbers that require extensions, or office numbers that are not immediately accessible by either party. Cell phone numbers work best and make authentication easy.