LRC and Associates
1-800-443-5149

Mobile Suite Plus AppAssist = 2 very powerful tools to help you write more business while doing less work.

 

A LOOK AT MOBILESUITE

We have taken the concept of mobile convenience even further with MobileSuite, our latest app that not only runs quotes on the go but also allows you to submit business through AppAssist and check case status in one app.

Once you’ve run the quote, you can launch e-Link, immediately develop a Request for Life Insurance Interview (RLI) and let the AppAssist Call Center take it from there. Once your application is in process, you can check status on your phone and get in-force status - it’s just a tap away!

The quote section of the app is open for all users; if e-Link is selected after the quote, a user name and password are required.

MobileSuite Features:

MobileQuote – The same mobile quoting system that you have come to know and use to quote term and UL from anywhere and anytime can be found in MobileSuite.

AppAssist e-Link – Submit a Request for Life Insurance Interview through your mobile device. We’ll complete the application.

Pending Case Status – You can now check new business case status in a phone-friendly format. Use the same agent number and password that you would use when logging into www.LGAmerica.com. Once you have logged in, you may search by policy number or insured’s last name to obtain new business status in real time.

  

 Watch the Video:

 

 

Want to Test Drive App Assist to see how it works? 

Use the AppAssist Demo: AppAssist Demo

 

Here’s a step-by-step guide to the electronic AppAssist process:

Broker submits Request for Life Insurance Interview (RLI) via e-Link, iPipeline, Aplifi, Ebix,or MobileSuite

Call Center conducts interview to complete formal application and related forms

Client uses voice signature option to sign the application

Client sent application package via secure email/mail for records

Call Center orders paramed exam, inspection report and MVR and handles all case management

Underwriting decision and case package, including medical records, sent to general agency by secure email

Policy contract sent directly to client or agency via e-Delivery or mail

Delivery requirements received and policy activated

Broker receives email notification of commission deposit

 

Read the Broker Guide:

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