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Key Reminders and Resources

These three reminders will help applicants complete the application process quickly and make sure your producers are paid promptly.

1. Make sure all applications are complete. Most application delays are caused by incomplete or inaccurate information. Reduce delays by thoroughly checking that all applications are complete and in good order before you submit them.

2. Help the client schedule the TeleApp telephone interview quickly. Did you know there are four ways to schedule a TeleApp phone interview? Choose the one most convenient for the applicant:

  • Text and smartphone. Applicants who provide mobile phone numbers will receive a text with a link to schedule their telephone interview online. 
  • Online. Once a TeleApp is ordered, LTCG, our TeleApp vendor, will email the client a link and information to schedule the interview.
  • At point of sale. The producer can schedule the appointment while completing the application with the applicant, either in person or on the telephone, by calling 844.276.1330.
  • By telephone. If the TeleApp has been ordered and the interview hasn’t been scheduled, LTCG will also call your client to attempt to schedule the interview.

3. Meet delivery requirement deadlines. All delivery requirements must be in the home office by 2 p.m. Pacific on the commission cut-off date in order for the producer to be paid on the next commission date. See the Commission Calendar.

If you have questions about business processes, check out our Administrative Guide. It shares information and tips for new business, increase options and in-force policy processes. In addition to the Administrative Guide, you can find resources such as our Commission Calendar and Marketing Resources Toolkits in the Sales Tools section on standard.com/di.

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