5 Must-Have Tools for Doing Business Digitally
From application to policy delivery, Securian Financial offers you support and solutions. Set your clients (and yourself) up for success by learning about 5 must-have tools for doing business digitally.
eApp
The tailored application ensures your clients are only answering questions that are relevant to their risk profile and the product they’re applying for.1 Learn more about our eApp process with the How It Works flyer.
Client collaboration (digital part 2)
eApp now offers your clients the option to fill out the underwriting questionnaire (part 2) as part of the eApp process,2 giving them the opportunity to answer medical questions at their convenience – forgoing a tele-interview altogether. Learn more with our How it Works flyer.
WriteFit Underwriting™
Our WriteFit Underwriting program can accelerate your client’s application through the underwriting process in as little as 24 hours.3 Our How to Submit Business flyer explains the process of WriteFit Underwriting.
ePolicy Delivery
ePolicy Delivery provides you and your clients a completely paperless application experience with electronic signatures4 — and allows for life insurance policies to be signed, sealed and delivered in as little as 7 days when used with WriteFit Underwriting. Learn more about ePolicy Delivery with our FAQ flyer.
My Account
My Account is our online portal where clients can access their life insurance policies when and where they want. Our My Account client flyer provides your clients instructions on how to register.
Putting the pieces together
Our new business digital platform can save you and your clients time, but where does one begin? View the video below to see how our digital application process works from start to finish.
1. eApp is available in all states but may not be available for all products. We also offer our customized Dynamic eApp, which is approved in all states except New York but may not be available for all products.
2. May not be available for some clients; feature is not available for SecureCare™ Universal Life, SecureCare™ III, New York products and Drop TicketSM.
3. After completion of the tele-interview. For eligible clients.
4. Not available in all states or for all products.