WCL’s TeleLife Program Leaves More Time For What You Do Best: Sell!

Posted by Bob Burton on Tue, Oct 27, 2009 @ 02:41 PM

Save Time & Money!

Save Time & Money!

TeleLife Program will Enhance Agent Productivity. 

WCL's TeleLife program will streamline the way Term Life Insurance Applications are submitted and processed.

The Agents role…

1. You can make the sale in person or over the phone using a short one-page application.

2. Use the Pre-Qualification questionnaire to determine rate class

3. Writing agent signs the application (The client’s signature is not needed to submit the application; client signature will be obtained during the Medical exam.)

4. Submit the short application to Provada at applications@provada.com

or fax the application to: 415.369.9991

Remaining tasks are then handled by Provada and West Coast Life.

1. The phone interview is set-up and conducted with the client;

2. The client interview information is added to application;

3. The client records are ordered (APS's, MVR's, Inspection Reports, etc.);

4. Any outstanding requirements are followed up on;

5. The agent will be kept fully up-to-date on all activities.

Features and Benefits

• Application is completed during the 20-minute telephone interview
• Guaranteed completeness of pre-application and replacement forms
• 75% of the interviews are completed within 5 days
• Client signature is not required
• APS orders are reduced
• Expenses are reduced
• Placement ratios are improved
• There are no cost or fees to the Agent/Broker

The result is more sales... and more money!

WCL's TeleLife Premium Min and Max:

Minimum face amount: $100,000; Maximum face amount: $10,000,000

For more information, please contact Provada at 415-369-9990.