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Drop Ticket / Tele-Interview

A drop-ticket allows you to submit an application in less than 10 minutes by completing the client's basic information. Once the ticket is submitted, the client will be contacted for a tele-interview to complete the application.

REMOVE THE PAPERWORK ROADBLOCK

The complexities of selling life insurance are vast. Between ever-changing state regulations, a multitude of products and thousands of convoluted forms, selling this important part of a client’s financial future isn’t always easy. Drop Ticket removes these barriers by simplifying what they need to do to get the business to a carrier. By using drop ticket, an intelligent, rules-based short form, used by producers and call center support staff for application processing, agents are guided through a short series of screens that collects all the vital information in minutes.

SALES GO UP, FRUSTRATIONS GO DOWN

Incomplete and illegible insurance forms cause lots of unnecessary back-and-forth between carriers, distributors and agents. This leads to lost sales for all. Drop Ticket makes sure everything that needs to be completed is completed. This all takes place within a matter of minutes. That means the agent is free to sell more and get paid faster. Carriers and distributors wind up spending less time processing.

CLOSE SALES QUICKER

With iGO Drop Ticket, agents send the ticket and all the data goes straight to the carrier’s call center system to complete the application through a tele-interview. The agent concentrates on selling more and the call center takes care of the behind-the-scenes processing. This means more commissions for agents, better efficiency at call centers and higher placement ratios at the carriers.

KEY BENEFITS AND FEATURES:

  • Rules-based short form to produce 100% in Good Order Submissions.
  • Simplifies application processing of high-quality, low-cost term insurance.
  • Reduces cycle time by 10-14 days.
  • Increases placement ratios by 7%.
  • Allows call centers to tele-underwrite and complete detailed information gathering, freeing the agent to sell more and get paid faster.
  • Utilizes agent e-Signature.

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