Five Steps to Complete the TeleApp
- Complete the Application for Individual Disability Insurance.
- Have your client sign the application agreement and other required forms and authorizations.
- Call LifePlans — The Standard’s TeleApp vendor — at 844.276.1330 to schedule the interview while your client is still with you (or on the telephone). The LifePlans representative will confirm the state of the application and ask your client for basic information. (The state of application is the state in which your client lives and/or works.) The representative will then schedule the interview with your client, providing an overview of what to expect in the interview.
- Add the time and date of the scheduled interview, along with the referral number LifePlans will give you, to your Producer Information Report.
- Submit the completed application packet, requirements and Producer Information Report to your Master General Agent or Securian Managing Partner.
Scheduling the Telephone Interview Post-Application
If you choose not to schedule the telephone interview with your client present, submit the completed application packet, requirements and Producer Information Report to your Master General Agent or Securian Managing Partner. The TeleApp will then be ordered and LifePlans will contact your customer to schedule the interview.
Prepare Your Client
To ensure your client is prepared to answer the interview questions, please provide a copy of the flyer Telephone Interview: What to Expect.