As per our email from April 12, we're making process changes that will only affect those advisors currently using paper applications to submit business for Banner (non-NY) business. They are:
- we've developed an alternative to our traditional paper life insurance application (LIA) — a fillable PDF that is now accessible in the Forms section of our Partner Dashboard
- if your advisors use either of these two options to submit business, we will transfer all app information collected into our digital platform to automate processing starting April 29
And in case you missed our webinar earlier this month, click below and watch the recording where you will learn about:
- how to submit the paper version of the digital application
- the transition period from traditional LIA to the new fillable application
- enhancements to the paper application process, including offer, pay, issue
You can also click here for our helpful list of FAQs. As always, thank you for your continued partnership and support. Please contact your dedicated LGA team with any other questions.
