Writing a Columbian Financial Group App
Step 1 - Will the client fit into the product health wise?
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Download the product guide to check the client's medications, height, weight, health issues to see if they will be accepted into the product:
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CFG Choice Whole Life for final expense insurance: click here
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CFG SafeShield Term for mortgage protection insurance: click here
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If they don't qualify for CFG, then you will need to go with guaranteed issue with Great Wester - click here
Step 2 - Run the quotes on the CFG smartphone app
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Download the quoting tools from http://alliancequoting.com
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Some of the quoting tools are website based tools while others are app based where you must download from the app store (free)
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Please note any password needed to open up the app
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Here is a video example of downloading the CFG quoting tools:
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Step 3 - Doing the E-App
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You will need your NAA Pin number you received during the contracting process. Here is how to retrieve it if you do not remember: https://youtu.be/zL8-E-wNQ9w
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CFG E-App and Voice Signature Process (the voice signature process is only required when doing a telesale. If you are with the client, the client simply types their name into their signature block to sign.
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Note: If the e-app goes haywire or internet is wacky, you can do a paper app remotely as long as you do the voice signature process. Then you would turn the paper app into us for submission to the carrier.
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Here are the voice signature scripts depending on if there is a separate owner or payor or not:
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If insured is both owner and payor and no child rider in NC/PA - click here
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If there is a seperate owner or payor and if there is a child rider in NC/PA - click here
Other Stuff
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Downloading CFG Paper Apps
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CFG Choice Whole life - click here
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CFG Safeshield Term - click here
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For more CFG product training go to the ARC: https://arc.naaleads.com/ Login and then go to "Carrier" Menu and then go to the Columbian Financial Group webpage and there is a bunch of great training there.