In light of the current environment, we recognize that it might be difficult for advisors to meet with their clients and conduct business. As such, we wanted to remind you of some helpful resources we have at North American to help both the client and advisor proceed with coverage.
- Simple Submit – North American’s E-app allows the advisor to fill out an application, order a paramedical exam, obtain an electronic signature and submit the application electronically. In addition, any required leave-behind forms will be conveniently emailed to the client.
- WriteAway/Online Part 2 – For those policies where the age and face amount are eligible, they will be put through our Accelerated Underwriting program to see if they qualify. Clients now have the ability to complete the lifestyle and medical questions online, making it more convenient. Currently over 44% of those eligible are being approved via Accelerated Underwriting, saving not only time but the need for labs as well.
- E-Signature – we accept Docusign and RightSignature for all documents except the 1035 surrender form.
- https://www.northamericancompany.com/marketing-toolkit