What is e-App?
E-App is a user-friendly web based life insurance application. It allows you, the advisor, to complete a carrier application electronically, within an easy-to-use, dynamic platform.
How does it work?
Upon accessing a secure online portal, the platform will walk you through step-by-step each application section that needs completing. Depending on your answers, you may or may not be asked follow-up questions, thus the system does the work for you in deciding which questions are relevant for your client. After completing all required questions, you and the client will be able to electronically sign the application and instantly submit it directly to the insurance carrier. Your dedicated KazSource case manager will also receive a notification of the application submission and they will provide follow-up and status updates throughout the process.
Once the carrier receives the application, a telephone interview will be conducted with your client to complete the carrier Part 1 & 2. Once the tele-interview has been completed, a paramedical exam will be scheduled (if required).
What are the benefits of using the KazSource e-App?
|Reduce NIGOs (not in good order)||Increase Client Satisfaction||Reduced Paperwork|
All this adds up to you getting paid FASTER!
How do I access KazSource’s e-App?
Simply go to kazcm.com/e-applications and select the desired carrier.
If you have any questions or would like a personalized walkthrough, please contact your Sales VP.