The New TeleLife® Process is Easier and Faster

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For EZ-App℠ users, TeleLife just made it easier to ensure customers get and stay engaged in the underwriting process. When they complete a portion of the interview online, you’re one step closer to helping them reach their protection goals. 

It’s as simple as 1-2-3. Here’s how it works*: 

  1. You introduce the online portion of the process:
  • Submit EZ-App drop ticket with the customer’s email address
  • Prompt your customer to use the email link that is sent to them 
  1. Your customer accesses the link from the email:
  • Registers and logs in
  • Completes
    • Electronic Consent & Honesty Statement
    • HIPAA authorization
    • High level medical questions
    • Upload Identification (optional)
  • Submits it to TeleLife 
  1. TeleLife representatives:
  • Complete the remainder of the interview via phone call 

Be sure to include their email address on your EZ-App drop ticket and help customers start the underwriting interview online. 

 

*Note: You can opt out of partial online completion during the EZ-App submission process if your customer prefers a full phone interview.