Term Life Insurance Application Process
UPDATED: Mar 6, 2020
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With your head likely spinning from all the quotes you’ve seen, it’s time to move on.
So, you’ve found a quote you like, and you’re ready to apply. Nice!
The application process can be simple and painless, as long as you’re aware of what’s needed and willing to help keep things moving. And don’t worry, we’ll be here to guide you along. We’ll start at the Application Request page.
The Application Request
This is where we ask you for contact information so that we can create your account and get in touch with you. All information we collect on our website is encrypted with the highest level of SSL technology for your protection. Your information is never sold or distributed to outside parties.
Scheduling Your Application Call
After you’ve submitted your request, you’ll see a confirmation page like the one below. It contains a tracking number for our internal use, as well as a list of next steps for you.
Take special note of the “Schedule Call” button on the page. This is important! Please be sure to schedule your call with us so that we can complete your application by telephone. Our scheduling app allows you to select a time that is convenient for you. The call takes about 10-15 minutes to complete.
Scheduling Your Paramed Exam
During your call, we’ll also schedule your paramed exam if one is needed for your application. The exam is done by a licensed exam company and is paid for by the life insurance company. We’ll give you all the details during your call.
When your call is finished, we’ll mail your completed application to you for review and signature. You can either return the forms to us or simply hold onto them and give them to the examiner.
Ready to get started?
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