Editor’s note: This post was originally published on 8/22/17 and has been updated for accuracy and comprehension.
Have you ever wondered what happens to a life insurance application after you’ve submitted it?
There are a few steps involved, each one designed to keep the process moving along as smoothly as possible.
The very first thing that happens to an application is that it’s checked to see if all the necessary information is there.
If something’s missing, it can slow down the processing of the application.
As a life insurance producer, you can help by making sure applications are complete before they're submitted.
Watch the video now for the rest of the steps in the process and make sure all your applications move quickly and without a hitch toward a closed case.
After the video, keep reading for the full transcript.
Expedite the Life Insurance Application Process
Do you find that having a firm grasp on the process yourself aids you in guiding your clients through the procedure?