RAM GROUP
Where Successful Agents Find A Home…
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TeleLife® & EZ-App Overview |
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What is TeleLife®? TeleLife is a proven, cost-effective
streamlined process to complete and submit term life insurance applications. It
was established in 1995 and was previously owned by Chase Insurance. West
Coast Life acquired the TeleLife process in July 2006. TeleLife was developed
to enhance the agent/broker productivity and provide improved profitability
and placement ratio. How does TeleLife® work? Agent Responsibilities The agent can make the sale in person or
over the phone. The agent then completes a short application. The agent has
two options for the short application; they can either complete the
pre-application form or the EZ-App on-line form. • The agent can complete a one-page
pre-application that can be mailed or faxed. • This pre-application form can be found on in
the Forms of our website at www.roherandassociates.com • The agent can fill out an EZ-App, which is
an online form. The EZ-app link can be found by clicking here or on the homepage of http://www.westcoastlife.com/
on
the left navigation bar. The Agent can then submit the form electronically
through the web. • User ID= West Coast Life Agent Number and the Password= 00 + last 4 numbers of Tax Id number/Social Security number • If an agent uses this method, once the
application has been submitted they will receive a policy number. • The BGA Office will receive a summary
e-mail at the end of the day with a list of all West Coast Life EZ-Apps. Please note the following on TeleLife
applications: Initial Premium & Conditional Receipt
Issue Rules • Must be under 65 years old • Total coverage applied for must be under
$500,000 Accepted Payment Methods • Check • Check-o-matic • Credit Card (for initial payment only) TeleLife® Responsibilities Once the short application (whether the
pre-application form or the EZ-App on-line form) has been submitted the
customer will be contacted by a TeleLife trained insurance interviewer. The
customer will assign the designated time to be contacted. There will be an
approximate 20-minute medical and personal history interview. The interviewer
will then schedule a paramedical exam appointment for the customer. The
TeleLife interviewers will make 3+ calls per case, if still no contact we
will send a postcard asking them to contact TeleLife. TeleLife® Features
& Benefits • Application is completed during the
telephone interview • 75% of the interviews are completed within
5 days • Reduces APS orders • Reduces expenses • Reduces not taken ratios • No cost or fees to the Agent/Broker • More sales • More money TeleLife® Hours
of Operation Applicant Interviews • Monday through Friday…7am to 11pm CST • Saturday…………………. 9am to 2pm CST TeleLife Support (e-mail and telephone
status) • Monday through Friday...7:30am to 7pm CST TeleLife® Contact
Information • Phone Number: (888) 800-6608 • Fax Number: (888) 615-9619 • Email Address: telelife@wclife.com • www.westcoastlife.com homepage (access 24
hours a day) • Address: West Coast Life Insurance TeleLife 2500 Westfield Dr. Elgin, IL 60124 TeleLife© and EZ-App! Your two
easiest ways to write term cases. Call us
for TeleLife© supplies, or visit the forms page on our website TM-0004
(08/06) For Agent Use Only. Not for Consumer Use. |
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RAM GROUP |
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RAM GROUP 158 So.
Franklin Street |
Phone:
(608)756-5335 |
For Agent/Broker Use Only