What Happens Next?
Now that you’ve submitted the application, your client will be contacted to complete an interview either by email or phone depending on the carrier you are applying with. You can ensure a positive experience by preparing your client for the interview by asking them to have their medical history, prescriptions, and physician information ready for the interview.
To help prepare your client, please provide them a copy of the appropriate brochure below:
Legal & General America/Banner Life
(Online Interview) – What Happens Next?
Mutual of Omaha – What Happens Next?
American General – What Happens Next?
Prudential – What Happens Next?
Protective – What Happens Next?
Pacific Life – What Happens Next?
Upon completion of the interview, the client will be asked to schedule their exam and labs if required. The carrier will order any required APS’.
That’s it! There is nothing more for you to do until it is time to deliver the policy.