Best Practices to Ensure Your Life Insurance Applications are “in Good Order”

We want to make submitting life insurance business easy and efficient every step of the way. Here are a few tips to help ensure accuracy and reduce errors when you’re completing life insurance applications.

• Include as much beneficiary information as possible when submitting applications.
  • Supplying the beneficiary’s Social Security Number and date of birth provides identifying information up front that can help speed up the claims process.
• Do not include physical checks with your mailed in Velocity’s Telelife pre-applications – send separately according to premium mailing instructions.
• Use black ink on all hard-copy forms. It improves legibility on digital copies.
• Do not embed images within emails – please attach documents to emails.
• Save photos as PDFs to send requirements (some photos contain too much data and will be pixelated).
  • Formats: PDF, JPEG, TIFF.

Read more application and illustration best practices. For questions about submitting life applications, contact your Internal Wholesaler.