Final expense e-app automation

• One intake: applicant, health answers, beneficiaries, payment and replacement details, entered once.
• Send it to up to four carriers at once. If a carrier declines, the same intake goes to the next carrier without re-entering anything.
• The worker runs on the agent's own computer, opens their own browser and signs in with their own login.
• It fills the application from the agent's intake and never guesses an answer.
• It stops at review and sign. The agent always presses Sign or Submit.

Application filling works with Americo, Mutual of Omaha, Transamerica, Corebridge, Ethos and American Amicable. Each carrier is checked on a supervised run during setup, and each carrier portal connects only after the agent signs a written authorization.

Illustrative example: an agent who writes a client with three carriers in mind used to type the same details into three eApps. With one intake, the three applications are filled while the agent stays with the client, and the agent spends the time on the review instead of the typing.

• The SI agents: Where application filling fits in the whole client lifecycle.
• Self-running final expense agency: What runs on its own and what still needs a person.
• Carriers: The carriers in a final expense book and how each portal is set up.
• Book a demo: Watch an application filled on a carrier's site, stopped at review and sign.