Agent to Customer Self-Service Process

U*Complete Simplifies the eApp Process While Engaging the Agent with their Client
Agent Runs a Multi-Carrier Quote and Completes a Drop Ticket
(then Hands-off to Client)

Carrier Direct to Consumer Process

U*Complete Makes it Easy for Consumers to Apply for Life Insurance from a Carrier’s Website

Fully Capable Electronic ExamComplete (Digital Paramed), CallComplete (Call Center Application) and UComplete (Consumer Direct Completion Model)

Low Cost with 2 – 3 Weeks Implementation  

User Customizable, Carrier Specific Top-Level Questions that comply with state filed forms

Standard, Best of Breed Reflexive Questions for Impairment or positive responses​

Data mapped to Custom State-Filed Forms or no-cost Standardized Output

Voice, Stylus, DocuSign or other Signature Options

Medications from FDA Orange Book or Client specific RX Data

One Touch (Special Authorization requests) and eLab Slip

Customizable at additional cost

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