Prosperity Life Group wishes to convey its appreciation for efforts you have been taking to maintain sales during this challenging time. Please review the following updates and reminders as they pertain to final expense sales.

 

All Applications in LiveApp

Apptical is now sending email notifications to agents with LiveApp applications left incomplete or un-submitted more than 24 hours. If you do not complete the application within 72 hours, it will be withdrawn and cannot be re-opened. Please make sure your email address is up to date in your Apptical LiveApp account so that you may receive these notifications.

 

Voice Signature/Telesales

The Voice Signature process now delivers required documents and disclosures via text or email to the Owner/Proposed Insured so no need to email them manually. The client will receive a link to a blank application package as well as a 6 digit code to read back to you. This is optional and the client can elect to listen to recorded playbacks of these required documents if they cannot access by text or email. Please note that if the Owner and Proposed Insured are different, the recordings will be played during the health interview.

 

E-applications

You should always use Apptical Mobile to scan a copy of your applicant’s Driver’s License or Photo ID card for identification capture to accompany the E-application. This will expedite the application process and help to reduce common mistakes when entering client data. A copy of the ID card will also be stored with the application. If your client does not have a State issued photo ID, you will need to use another application type (paper or voice signature).

 

This revised process will support face-to-face sales using either a Laptop PC or tablet along with the Apptical Mobile app on your smartphone or tablet. This is available through the Google Play Store or Apple App Store by searching “appticalmobile.” Your login for Apptical Mobile is the same as your LiveApp web portal login.

 

Training/demo videos are posted on the Agent Portal to illustrate the usage of Apptical Mobile in conjunction with LiveApp based on your type of device (Laptop or Tablet).

 

Paper Applications

Please return all pages of paper applications (even if page is unsigned) to avoid processing delays, to newbusinessprocessing@prosperitylife.com. Please ensure the personal health interview has been completed through Apptical and reference number is listed on the application.

 

Replacements

Please remind your clients who are replacing an existing policy with a new S.USA or SBLI USA policy that they must contact their existing insurance company to cancel. Prosperity does not cancel existing coverage on their behalf.