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TeleLife® is now easier for you and your customers
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For EZ-App℠ users, TeleLife just made it easier to ensure customers get and stay engaged in the underwriting process. When they complete a portion of the interview online, you're one step closer to helping them reach their protection goals.
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It’s as simple as 1-2-3. Here’s how it works*:
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1. You introduce the online portion of the process:
- Submit EZ-App drop ticket with the customer’s email address
- Prompt your customer to use the email link that is sent to them
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2. Your customer accesses the link from the email:
- Registers and logs in
- Completes
- Electronic Consent & Honesty Statement
- HIPAA authorization
- High level medical questions
- Upload Identification (optional)
- Submits it to TeleLife
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3. TeleLife representatives:
- Complete the remainder of the interview via phone call
*Note: You can opt out of partial online completion during the EZ-App submission process if your customer prefers a full phone interview.
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Be sure to include their email address on your EZ-App drop ticket and help customers start the underwriting interview online.
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