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Pinhas insurance

Inbound calls Process

Useful links

Links to App

Application process

Lbl

1.Run pre-check -Recommended (Confirmation #)

2. MUST-  HIPPA, MIB, FAIR Credit, Living benefits and Replacement if have existing coverage (In the app)

 3. Call to apply 8444429871

AGENT ID: LBL37686

RNA

1. Follow the worksheet.

2. MUST send disclosure.

 3. Call to apply 8662819228

AGENT IDRR49

 

Prosperity

1.Send the customer disclosure & authorization, application declaration and buyers guide. (In the app)

2. Log to Apptical (pinhas18703755) @!.  And fill out the app.

3. call the number provided in the end to complete voice interview and give them the reference ID #

AGENT ID: BP9888999

GTL

1.Run the app and complete.

2. Call the voice signature and make sure your client wrote the name of the product heritage.

AGENT ID: 0110WC00

Great Westren

1.Go on MyEnroller Desktop app and fill the application.

2. Call the number on the screen for voice signature and dial the reference number. Read the disclosure and dial # when done.

AGENT ID: 1529506

Foresters (Email reqired)

1. Log to Apptical (pinhas18703755) @!.  And fill out the app.

2. . call the number provided in the end to complete voice interview and give them the reference ID #

AGENT ID687069

 

MOO

1 I GO APP.

AGENT ID0894433

Sample app

RX Guide