Prudential Xpress Worksheet Simplifies Life
Expanding access to PruFast Track Accelerated Underwriting is a great way to streamline new life insurance sales and simplify the experience for clients and producers. Recent changes to the life new business forms engine create direct access to PruFast Track for eligible applicants by only displaying the Prudential Xpress Worksheet as the recommended application form on single life cases.
Some key facts about the Prudential Xpress Worksheet, did you know?
- Automatically connected to eInterview for streamlined application completion.
- It can be used on ALL single life products.
- It can be used for ALL ages and face amounts.
- It can be used for ALL ownership scenarios, including trust owned and entity owned.
- It can be electronically signed either when submitting via iPipeline iGO or using DocuSign* on a PDF form.
- If an exam or lab is needed it uses the shorter modified experience vs. full paramed for the client.
The Prudential Xpress Worksheet is the most versatile submission tool available; if there is a need to use the long form full Part 1 application, please contact your case manager to discuss and for details on how to access.
*A BGA or Firm DocuSign agreement must be in place; contact your case manager for questions.