TMK1536 0610Agent training only. Not for sales use. E-App and Supplies Brenda Martin Senior Vice...

TMK1536 0610 Agent training only. Not for sales use.

E-App and Supplies

Brenda MartinSenior Vice President



E-App



CPU: 1.6 GHZ Pentium Processor

RAM: 1 GB

40 GB Hard Drive

DVD Rewritable Drive (DVD-RW)

Laptop Minimum Requirements


14.1-inch monitor or larger (1024x768 minimum resolution)

At least one USB port

Audio Capable

Laptop Minimum Requirements


Java must also be added and enabled within Internet Explorer. (Mozilla, Chrome, and Safari are not compatible.)

Note: E-App will not work with mini-laptops or netbooks

E-App


Assign someone to help with the download process

Train the Agent how to use the E-App

E-App Agent Training


Must synchronize with the Home Office every 7 days (upload/download)

Always load the Franchise before arriving at the customer’s place of business.

E-App – Agent Training



The customer’s electronic signature is considered the same as any other signature.

There is NEVER a circumstance when the Agent can type the customer’s name.


Verify the correct Agent number is selected for commissions before upload – no adjustments

Verify the email address and phone numbers within the Agent Information section.

Confirmations will be sent to this e-mail address and the phone number selected for text messaging.



Don’t hold apps until Friday

Apps must be uploaded by 3:30 p.m. Central time on Friday to count in the gross submit for the week.

Apps with complex beneficiaries (3 or more or other) require an additional day of underwriting – upload by 3:30 p.m. on Thursday to count towards the week’s gross submit.

E-App Uploads


Problem locations

Hotel Chains and Fast Food Restaurants with a proprietary Firewall Protected Corporate Networks.

Known locations are: Panera Bread, Motel 6, Chik Fil –A, Etc.

Upload from a proven network such as home or office.

E-App Uploads


Send email to [email protected]

Friday uploads

1. Send e-mail to document the problem2. Call 1-800-925-6792 Option 2 for assistance

E-App Upload Problems


E-App – BM Information

Confirmation email sent to your Branch Manager mailbox

View details of E-Apps uploaded on website


E-App


E-App

Applications uploaded on this date

Listed in Agent number order

Test Apps will not display


Details will vary based on the information required to issue the policy.

General information includes:Date and time of uploadApp typeSubmitting AgentCommissioned AgentMode of Payment

E-App

EmployerFranchise NumberEmployment DateMode PremiumTotal Annual Premium


E-App


E-App

Applicant info – Related to Agent

Primary Insured info


E-App

Relationship of Applicant to Insured

Address, phone, etc.


Bank name and address and bank routing number if app was submitted on bank draft

Trial app - if applicable

“Not gathered for this policy type” if the information is not required

E-App


Review the details of the applications uploaded and identify training needs

If you suspect fraudulent activity, contact:

[email protected]

or

[email protected]

Review


Supplies

TMK1536 0610


Know your Order Week

LNL system will only allow you to order one day during your assigned Order Week.

Allow 7 days for shipping

Ordering Supplies - LNL


Ordering Supplies - LNL


Form Numbers by state can be found in your online reports on IC072001

Ordering Supplies


Verify applications and brochures required on the Product Availability Chart

Ordering Supplies


Oral Swab Order Form


Ordering Supplies - UA

UA Branches that have not converted order LNL supplies on the LNL website


UA e-mail order form – order will be processed during your Order Week



UA orders



Lead items charged to Lead Account

Lead Boxes:• Cancer• MedFacts• Child Safe• Medicare Supplement (UA only)• HDF (UA only)

Child Safe KitsMedFacts Kits

Ordering Supplies


Lead items not charged to Lead Account

RecruitingMemorial GuideDoor Hanges

Ordering Supplies


Emergency Supply Requests or questions

E-mail [email protected]

Shipping charged to Branch Manager’s pay

Ordering Supplies


First Year - The supplies are charged to the supply account. Supply account charges will appear on the monthly Branch expense account. Office supplies will only be approved if the Z-Account is positive.

Ordering Supplies


Office supplies are ordered through OfficeMax.

Toner – Order from B2B Toner

Ordering Supplies

TMK1536 0610Agent training only. Not for sales use. E-App and Supplies Brenda Martin Senior Vice...

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