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Trial Application Information

Q: What is a life insurance trial application?

A: It is a HIPAA compliant form we use to obtains you clients medical records.

Q: What is the trial application used for?

A: Brokerage general agencies utilize the trial application to obtain all your clients medical information.

Q: Why do we do this?

A: This allows us to shop your client for the most affordable life insurance quote without receiving a formal offer.

Q: When do we accept Trial Applications?

A: We require you review the case with one of our underwriters or wholesalers to determine if a Trial App is necessary.