Recent research from LIMRA indicates that customers who go through a needs analysis are significantly more likely to purchase life insurance. Of those who performed a life insurance needs analysis, 73% went on to purchase a policy versus just 49% of those who had shopped for life insurance but never performed a needs analysis. (Source: LIMRA, Life Insurance Buyers/Non-Buyers Study 2011)

AppAssist

Banner's AppAssist program allows you to submit your business in two ways:

Option #1: CLICK HERE to submit online.

Option #2:

(a)  CLICK HERE to download and print applicant instructions

(b)  CLICK HERE to download forms...

(c)  ...complete forms and fax to:
     The Thompson Agency at 860-693-4547

Coverage Guidelines
AppAssist program face amounts are limited to coverage amounts below: Banner's call center representative will complete the application part II and order any required exams or reports.

Coverage amount includes:
-  The face amount currently being applied for; PLUS
-  The face amount (including rider amount) of all existing     policies with Banner Life

Improve issue time, Reduce the need for additional requirements and Simplify your customer's experience with FastApps.

Questions? 

 

800-842-8289

(New York Only)

AppAssist

Option #1: CLICK HERE to submit online

Option #2: Paper forms with fax submission:

(a)  CLICK HERE to download and print applicant instructions

(b)  CLICK HERE to download forms...

(c)  ...complete forms and fax to:
      The Thompson Agency at 860-693-4547

Coverage Guidelines
AppAssist program face amounts are limited to coverage amounts below: William Penn's call center representative will complete the application part II and order any required exams or reports.

Coverage amount includes:
-  The face amount currently being applied for; PLUS
-  The face amount (including rider amount) of all existing policies
with William PennLife

Improve issue time, Reduce the need for additional requirements and Simplify your customer's experience with FastApps.

Questions? 

Life Quick Request

Genworth's Life Quick Request program allows you to submit your business in two ways:

Option #1: CLICK HERE to submit online.

Option #2: CLICK HERE to download forms, complete... ...and fax to:
The Thompson Agency at 860-693-4547

Both options request basic information - client name, address, phone number, and a few questions about the level premium period, beneficiary, reason for insurance, nicotine use, billing frequency and if one or more policies are being replaced.

Genworth's fulfillment center will complete the process.  They'll contact the applicant to get all the details and your clients can voice-sign the needed authorizations.  While on the phone, they'll schedule a paramed.  Later, Genworth fulfillment will order additional requirements if needed.

Improve issue time, Reduce the need for additional requirements and Simplify your customer's experience with FastApps.

Questions?