JLTexpress App
1 Page Life Insurance Application
The broker completes the JLTexpress APP and submits it via email or fax. At this point you are done, the rest is followed up by the carrier and client.
Your client will conduct a phone interview and schedule their exam with the carrier.
There are 3 ways signatures are completed…
-
- e-Signature
- Voice Signature
- Wet Signature at Exam
Once approved, you deliver the policy and get paid.
JLTexpress App – Carrier Partners
JLTexpress App – Workflow
Step 1
Submit JLTexpress App
Step 2
Sign the App
e-signature, voice signature, or wet signature at time of exam.
Step 3
Client conducts phone interview and schedules exam, if exam needed.
Step 4
Broker either delivers or e-delivers the policy.
JLTexpress App – Need Help?
If you have any questions on the JLTexpress App please contact one of our case managers for assistance listed below.
Pat Baker
“Pat”
Send an email
216.201.9433