We're excited to share the latest enhancements to our Horizon Experience, effective March 20, 2024. These updates, driven by your feedback, are designed to streamline your workflow, improve usability, and provide the support you need to serve your clients efficiently.
Latest enhancements:
Decreasing to OPTerm 10 is now available during the Customize Coverage (Get More/Get Less) process.
Table Rating 1 has been removed from all underwriting classes, except for Standard Plus and Standard tobacco.
Email and phone number verification will no longer allow a copy and paste. Information must be re-keyed to ensure correct details are captured.
Addresses will now search and auto-populate from google to help ensure accuracy. This will apply to addresses for client, business, trust, physician, payor, second addressee, etc.
Terms & Conditions and HIPAA splash page has been made clearer with a "Send Authorization to Client" button, minimizing agent confusion.
Agent journey splash pages now delineate in the verbiage to be more clear, i.e., “with your client’s details.”
A left navigation bar has been added to the client journey so clients can more easily navigate back to prior questions without having to hit "back" multiple times.
Please note that the digital application platform is not yet available in New York.
Legal & General America life insurance products are underwritten and issued by Banner Life Insurance Company, Urbana, MD, and William Penn Life Insurance Company of New York, Valley Stream, NY. Banner products are distributed in 49 states and in DC. William Penn products are available exclusively in New York; Banner Life is not authorized as an insurer and does not do business in New York. The Legal & General America companies are part of the worldwide Legal & General Group.
Legal & General America, 3275 Bennett Creek Ave, Frederick, MD 21704, United States, 800-638-8428
