Licensing and Appointment
Producer contracting paperwork and split commission documentation
Eligibility and Effective Dates
Enrollment requirements and timing for the In Program and Graduate Offer policies
Application Submission
Required documents and common application errors to avoid
Policy Amendments, Exceptions and Changes
Common reasons for amendments, how to request an exception and change guidelines
Policy Integration With Existing IDI
Integration with previously purchased IDI policies from The Standard or other carriers
Policy Issue, Delivery and Placement
Policy issue timing, electronic delivery information and requirements to place policies in force
Billing and Payment
Payment method and frequency options
Policy Increase Options
Options that allow policyowners to increase maximum benefit amounts