Care Solutions New Business Submission Process
Our Care Solutions new business submission process is fast and easy for you and your clients. The process can be divided into three steps:
- Submission
- You complete the ticket application
- You order/schedule the interview
- You submit to OneAmerica
- Interview
- Our vendor will conduct the interview
- We offer, decline, or request additional requirements
- Issue/Pay
- You collect premium* and any outstanding requirements
- We issue the policy and pay commissions
- You deliver the policy
*Upon request, OneAmerica will issue a policy COD (“cash on delivery” — please note that actual cash on delivery should not be accepted as payment). With this process, commissions will be paid after premium is received and the policy is put in force.
Access additional details
New Business Submission Process Flow (I-30839)
Ticket Application Scheduling and Interview Tips (I-31593)
Underwriting Pre-interview Worksheet (I-30110)