On thing that we’ve found is that submitting business using electronic application (eApp) has provided advisors with a few advantages.
Along with the an assurance that an application submitted electronically is “in good order” (aka IGO), there are four additional benefits:
- Comp is paid faster
- Business cycle by 5-7 days
- A smoother client experience
- Reduction in follow-up meetings with the client
To access our eApp:
- Log in to web site at OneSource Online
- Click “Check out the New OneSource Online” in the blue box at the top of the page by the white exclamation point
- Click “Start/View an eApp or Illustration” in the middle of the page under My Business
- Click on “Start New Case” to start a new quote or eApp
You will also find a training environment where you can give the functionality a test drive. (The only thing that the test environment doesn’t do is allow you to submit the application.) We’ve found this to be the best way to learn the eApp.
If you have any questions, please contact Justin Fox at (844) 658-3725 or via email at firstname.lastname@example.org