Find resources to get started, use TeleApps and deliver policies. Increase option application information included.
Getting Started
- Product Guide — Find product details and information about applications and new policies, such as policy effective dates, calculating premium and more.
- Applications — Get application forms on standard.com.
- Interactive Brochure — Guide to the various application methods.
- Pre-Application Discussion Topics With Prospects Flyer — These topics will help you prepare for the application and set expectations with your client.
- Application Completion Helpful Tips — Make sure your applications are 100% compliant and won’t be delayed by errors or missing information.
- IDI Premium Discounts Flyer — Save up to 35% for your clients with these discounts.
Electronic Medical Questionnaire
- Electronic Medical Questionnaire Starting Guide for Producers — Learn how to get started with our online medical questionnaire process.
- Electronic Medical Questionnaire Starting Interactive Consumer Brochure — A helpful guide to lead consumers through their part of the questionnaire process.
- Launch Electronic Medical Questionnaire for Producers — Step-by-step walkthrough of how to use our online medical questionnaire.
TeleApps
- TeleApp Overview Presentation — Curious about how TeleApps work? This presentation shows why you should use TeleApps, how they works and best practices.
- TeleApp Instructions Flyer — How to order a TeleApp.
- TeleApp – What to Expect Flyer — Let your clients know what to expect for their telephone interview.
- Conditional Receipt by Credit Card or EFT Instructions — Get detailed instructions on how to secure Conditional Coverage for your clients, including how to pay with credit card.
Policy Delivery
- DocFast Key Advantages Flyer — Find out why you should use DocFast®.
- DocFast Overview Flyer — Get detailed instructions on how to use DocFast.
- DocFast Frequently Asked Questions — Get your DocFast questions answered.
Increase Options Applications
- Exercising FPOs Training Presentation — Detailed instructions on exercising Future Purchase Options.
- Future Purchase Option FAQ Flyer — Common FPO questions answered.
- Increase Options eApp Interactive Brochure (for Producers) — Easy reference guide for adding Increase Options using eApp.
Marketing Resources Toolkits
We’ve grouped resources to provide information and marketing materials by subject.