APPLICATION SUBMISSIONMADE EASY

How it all Started• One of the largest life insurance companies in the country asked CRL if we

could provide an easy and cost effective e-submission solution for their agencies.

• In response CRL developed the eZ-App web application which has now

been renamed to Zip zAPP.

• The objectives of Zip zAPP include a low cost entry point ($0.00), highly secure transmissions, data formatted to go directly into the carriers underwriting system, and an extremely easy user interface.

• Two years later the e-submission application is highly successful with more then 300 agencies submitting thousands of cases per month.

• Zip zAPP is now available to all carriers and is being introduced nationally to all BGA’s.

Agency Benefits• Zip zAPP - a simple yet powerful web based tool

• Zip zAPP - allows agencies to submit applicant info and document images directly into a carrier’s underwriting system

• FAST - cases transmitted via Zip zAPP are assigned priority status by the carrier

• CONVENIENT - agency users can view, update & print cases via the internet

• SECURE - Zip zAPP incorporates security designed to protect your client’s NPI

• COST EFFECTIVE - Zip zAPP can reduce postage expenses

• SMART - Zip zAPP can assign a case or policy number to your case

• EASY - Zip zAPP - was designed to be used with little or no training

• So, how does Zip zAPP work?

Zip zAPP Workflow

Single Sign on

With Zip zAPP you will only need one Username and Password to submit cases to multiple carriers.

Submitting a Case

The selection of Formal or Informal application is made at the main menu.

Proposed Insured Information

Enter proposed insured’s information once and submit informal app to multiple carriers.

Carrier Specific Information

Complete the carrier specific info for the case.

Easily Upload Case Documents

Easily upload case related documents from your computer.

Review Information

All information can be reviewed and edited as necessary

Immediately Receive Policy Number

Receive the carrier’s policy number immediately after case is submitted.

Submit to Multiple Carriers

Easily submit informal case to multiple carriers

Search for a Case

Searches can be performed by any combination of fields to locate existing cases in Zip zAPP.

Search Results

The cases matching your search are displayed in an easy to understand table.

Existing Case

The case summary shows the basic case information and which carriers it was submitted to previously.

User Administration

Zip zAPP provides multiple ways for the agency to self- administer their agency’s Zip zAPP account.

Training

Tutorials are available in the Help section of Zip zAPP to assist both existing and new users.

Customer Service

We’ve created a customer support team specifically trained for Zip zAPP to:

– Set up agencies

– Train users

– Respond quickly to inquiries

Phone: 1-800-882-1922Email: zipzappsupport@crlcorp.com

FAST

EASY

CONVIENIE

NTSMAR

TSECURE

COST EFFECTIVE

For Additional Information Contact us at:

zipzappsupport@crlcorp.com