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If you haven't started using eApp to run illustrations and submit applications, you're missing out on significant technology that can help accelerate your business. Check out these resources designed to help you get started.
- eApp Tip Sheet – this is a quick resource that highlights the benefits of eApp but also addresses some common questions, and helpful tips when using the tool.
- eApp Prep Sheet – this resource is a timesaving tool for agents. They can provide this form to the clients to collect the necessary information for the eApp. This will allow the agent or their admin to populate and save the eApp prior to the appointment.
- eApp Process Video – this is a short video that does a live demonstration of the eApp. It highlights access points, completing the application and addresses commonly asked questions.
- eSignature Process Video – this short video goes in-depth on the various eSignature methods, specifically the email e-signature and what the agents and clients can expect.
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