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eApplication TrainingEagle Premier Series


Sales Connection Requirements

Sales Connection is a web based application and works best with a touch screen device. The device must have Internet

access with 3G or better (4G, LTE, etc.).


iPad® Requirements Must have a 2nd

generation iPad or better.

Pop up blocker must be turned off (grey).

The block cookies option must be set to “Never” or “From third parties and advertisers”

To access these settings tap on “Settings” icon then tap “Safari”.


Sales Connection Access To access Sales Connection type in

sc.americo.com in your internet browser.

Notice there is no “www” at the beginning of this web address.


Sales ConnectionGETTING STARTED


http://sc.americo.com

Use the Agent Account Username and Password you created to log into Sales Connection.

NOTE:

To recover your Username or Password click on either the “Forgot My Username” or “Forgot My Password” link. Follow the instructions.


Sales Connection – Mobile

If you see the mobile version click on “Desktop Version”.


Sales ConnectionNavigation and Helpful Hints


Sales Connection – Navigation

New eApp: Create a new eApp case.

New Illustration: Quote Americo products.

Open Case: Open cases you already created.

Recent Cases: Lists cases you’ve accessed recently. Click on the blue arrow to open.

Note: you can also see the status of the case by clicking on the eApplication Status link.


Sales Connection – Helpful Hints

The Message Box contains information about the case you are running.

Click on “Messages” to close the orange box.

Required fields are highlighted in “yellow”.

All required fields must be completed before moving on to the next page.



Once all required fields have been filled in click “Continue” to move to the next page.



Once you have navigated to another page, the previous page will turn green. If any field was not filled in properly, the previous page will remain red.



If at any point you need to close the case click on “Close Case”.

Once a case is opened you will have 5 days to close or submit the case. If the case is not submitted or closed in 5 days it will be closed automatically.

Note: if you close a case it can not be reopened.



Clicking on blue circles throughout Sales Connection will give you helpful hints about the page or field.



If you are using a keyboard, when there is a drop down menu, you will have to tap on the screen to make a selection.



On some pages, a scroll bar will appear on the right side of the page indicating the page has more items to be completed.



It is recommended to use a stylus when capturing signature

If you are using a iPad you can use the arrow keys to navigate between fields


Sales ConnectionExample


Sales Connection – Create New Case

Click “New eApp” from the Welcome Screen.

Select the Issue State, and Gender, and fill in the Date of Birth to determine if the product is available.

Note: the product will be greyed out if it is not available in the state selected.



The product will no longer be greyed out if the product is available.



Click on the product to highlight.

Once the product is highlighted click “CREATE”.


Sales Connection – Introduction

If the insured name was entered on the Create New Case screen, it will already be listed here.


Sales Connection – Insured Information

This page collects all of the required information about the Proposed Insured.

Once you Initiate Underwriting you will not be able to change anything on this page.



On this page it appears there are no more required fields. You will need to scroll down, (swipe up near the scroll bar) to see the rest of the fields.



Once you scroll down you will see one more “required” field.


Sales Connection – Owner Information

If the Owner is the same as the Insured the “Relationship to Proposed Insured” field will be greyed out.

If the Owner is different you will need to go back to the Insured Information page and select that the Insured is not going to be the Owner.


Sales Connection – Owner Information

If the Insured and the Owner are different you will be required to fill in the necessary Owner Information.


Sales Connection – Beneficiary Information

To add a Primary Beneficiary, click on the “Add Primary”.

• At least one Primary Beneficiary is required.

Complete all of the required fields.


Sales Connection – Beneficiary Information

If another Primary Beneficiary is requested click “Add Primary”.

Make sure the “% of Share” for all Primary Beneficiaries adds up to 100.

To add a Contingent Beneficiary, click “Add Contingent” and fill in the required information.


Sales Connection – Product Information

Select the Product and the Face Amount.



If the Payor would like a different Draft Day, or you would like to back date the policy, you must change the Effective Date.

Note: if you backdate the policy greater than 30 days, two premiums may need to be paid.

Select the requested Effective Date.



Once you have completed all the required fields, notice you will need to scroll down to see additional information.



Once you have entered the weight, you will need to hit tab/arrow key or tap on another part of the screen to continue.



After you have entered all the information on this page, hit “Calculate” to determine the Initial Premium Amount and the Reoccurring Monthly Premium Amount.



You will also receive a message that the illustration was run. Click on “Message” to close the orange box.

Verify the initial and reoccurring premium amounts are correct.



After verifying the premiums, make sure to answer the last question.

Once all questions are answered, click “Continue” to move on to the Initiate Underwriting page.


Sales Connection – Initiate Underwriting

Your client will need to sign the Medical Authorization before an MIB and Prescription Drug Check can be run.

Click “Sign Authorization”.

Note: once you begin this process you will not be able to change any Insured Information.



You will need to give control of the device to the Insured.

Have them click “Close”.



Click “Allow” to allow pop ups.

Note: if you click “Block”, the Insured will not be able to sign the authorization and will have to start the Authorization process over.


Sales Connection – eSignature

A new tab will open to request a signature.

Have the Insured read the Electronic Record and Signature Disclosure.

The Insured must agree to the disclosure by clicking the check box.

If there are questions on how the signature process works, click “How It Works”.



Once the Insured has agreed to the disclosure, the “Review Document” button will highlight.

Have them click this to review and sign the document.



After reviewing the document, the Insured must click on the yellow “Sign Here” button to sign the document.



They must sign the screen just like they are signing a piece of paper.

If they do not like their signature, click “Clear” to start over.

Once completed, click “Done”.

It is recommended to use a stylus when capturing signature.



Once they have signed the document the signature will appear on the Signature line.

Click “Finish”.



Once the signature is completed, they will hand the device back to you.

Click “CLOSE” to move on to the next screen.



You will be returned to the Sales Connection tab.

You will see a message that says “Please wait while the system is updating”.

DO NOT CLICK ANYTHING until this message disappears. This will take 10 – 15 seconds.



Once the system has updated you will see a “Initiate Underwriting” button. Click this to begin the MIB and Prescription Drug Check.

Note: once you click this, the case will be considered a Submitted Case on your Placement Report.



A policy number will be assigned to this case.

The MIB and Prescription Drug Check may take a few minutes to return.

You do not have to wait for an answer, you can continue to the next page.


Sales Connection – Underwriting Check

If there are no MIB or prescription database concerns, you will receive a message indicating “The Underwriting Check is complete”.



If there was an issue with MIB you will see this message

You will need to change to the Guaranteed Issue product to continue.



If there was an issue with the Prescription Drug check you will see this message.

You will need to change to the Guaranteed Issue product to continue.


Sales Connection – Replacement Information

Complete the Replacement Information questions.


Sales Connection – Replacement Information

If the user has existing insurance or is replacing another insurance product, you may be required to complete one or more paper replacement forms.

These forms can be found in the Illustration/Forms tab


Sales Connection – Illustration/Forms

Click on the form to open it as a PDF.



This form will need to be printed, signed and returned to the company before the case will be issued.


Sales Connection – Health Information

Answer all of the Health Questions.


Sales Connection – Health Information

If any health question is answered “Yes” you will have to change the product to the Guaranteed Issue product.


Sales Connection – Payment Information

Complete all of the required Payment Information fields.



The system will verify that the Routing Number is correct. If there is a problem with the number you will be notified.



Once the Routing Number is verified, the bank name will appear.


Sales Connection – Agent Information

Complete all of the required Agent Information pages.


Sales Connection – Signing

Once application has been completed, the Proposed Insured must sign the application.

Click on the “INSURED” button.



Give control of the device to the Proposed Insured.

Have them click “Close” to sign.




Note: if you click “Block” you will not be able to sign the authorization and will have to start the Signature process over.



Click “Review Documents” button in order to view and sign the document.



After reviewing the document, have them enter the City and State in the Signed at box.

Note: the State must match the Issue State when you created the new case.



After reviewing the document, they must click on the yellow “Sign Here” button to sign the document.



The Proposed Insured must sign the screen just like they are signing a piece of paper.

If they do not like their signature, they can click “Clear” to start over.

Once completed, click “Done”.




Once signed, the signature will appear on the Signature line.

After they have completed reviewing the document they will need to click “Next”.



Have them hand the device back to you.




You will be returned to the Sales Connection tab.

While this is going on you will see the message, “Please wait while the system is updating”.

DO NOT CLICK ANYTHING until this message disappears. The system will take 10 to 15 seconds to update.



When the system has updated, you will see the next signer light up. In this case it would be you, the agent. Click “AGENT” to sign the application.




Note: if you click “Block” you will not be able to sign the authorization and will have to start the Signature process over.



A new tab will open to request a signature.

Read the Electronic Record and Signature Disclosure.

Agree to the disclosure by clicking the check box.


Sales Connection –

Review the document and click on the yellow “Sign Here” button to sign the document.



Sign the screen just like you are signing a piece of paper.

Once completed click “Adopt & Sign”.



Sales Connection –

Once the application has been signed in all locations, click “Finish”.


Sales Connection – Finish

The system will take 10 to 15 seconds to update. While this is going on you will see the message “Please wait while the system is updating”.

DO NOT CLICK ANYTHING until this message disappears.



Once the message disappears click on “Submit” to complete the case.



Once the case is submitted, you will get a message thanking you for the application.

The policy will typically be mailed within 24-hours.



If you would like a copy of the completed application, click on the Illustration/Forms tab. You will see a list of all completed forms. Click on the form you would like to view or print.


Sales Connection – Illutration/Forms

Example of a completed application.


Sales Connection For assistance call Sales Support -

800.231.0801

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