So, you're ready to submit a client application to the carrier...

Congratulations!

 

If your client is ready to sign a carrier application and go into underwriting, you're in the right place.

To make things easier for our agents & advisor partners, you can fill out our Universal Application in Excel format (downloadable below).

 

Our office will then transfer the info onto the carrier application, and circulate to you and your client for signatures... then submit to the carrier... and underwriting begins.

Please download the Excel sheet below and fill out your client information, then upload it using our upload feature to the right.

Our admin team will then populate the carrier application and circulate it for signatures using DocuSign (if the carrier allows), or email PDFs for signature (if the carrier does not allow DocuSign for e-signatures).

Download Universal

Client Application

(Excel Format)

2021.04.02 version