In today's environment with COVID-19 protocols still in place, clients are searching for ways to make the application process easier without an in-person meeting. To help BPS agents, we have created a new e-Application document that gives you access to carriers' e-App programs.
This document provides you with carriers, what each carrier uses for their e-Application (i.e., ApplyNow, ReadyApp, e-forms, etc.), whether they use iPipeline or not, life or annuity products, and even a link to instructions.
If you have any questions about the Electronic Application Reference Chart, please contact us.