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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.