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