Nationwide Phone – 1-(800) 321-6064

• • Producer and client submit application and sign necessary paperwork to the company provider.

• • • Enter the piece of business into BSCpro or the operating system producer is currently using.

• • • An email from the company usually arrives less than 24 hours with a policy number and details.

    • Review the email; verify all client information as well as your own information is correct. Depending upon the website, details may be delivered differently. For any reason if you see client information that is not correct, contact the client, confirm the corrections that need to be made, and then call the company provider to correct the information.

• • Producers will receive notice from the company along the way regarding signatures, requirements, forms, etc.

• • • Auto emails go out weekly to both you and your client depending on needed requirements. 

• • • If forms are needed, the case manager should include with update emails to the producer.

    • Producer must reach out to client to complete forms then upload forms to the company.

• • An online interview health assessment will be issued for the client to fill out online once the application has been received. The client must complete this within 10 days.

• • Confirm how the client would like their policy delivered – eDelivery or mail. E-Delivery is not always available per company/policy. This method is faster if available. Producers will need to follow up with the client to make sure that eDelivery consent is given. (In application process)

• • • Confirm client email/address

    • Call the company provider to have them resend it to the client

    • Follow up until it is completed

• • Once an underwriter is assigned to the policy (depending on the company could take up to 3 weeks). The policy will be reviewed, and additional requirements will be posted on the website usually under the Outstanding Requirements section. The updates will also be emailed to the producer.

• • • Reach out to client to update/complete any requirements that are requested in a timely manner.

    • Submit forms to complete the request if needed

    • Continue until all requests are complete

• • Periodically check the company website for updates

• • • Call the company provider to get things moving along faster.

• • • Example: The company provider is waiting for the client to sign a document. You have confirmed the client has signed them. Call the company provider, tell them the client signed the document and to match this requirement or figure out what the problem is.

• • Once a decision is made, inform the client, that their account has been approves and let them know next steps. If the approval came with a worst rating them applied for then reach out to your leader to discuss options.

• • • Approved at applied for, Approved at a different table rating, Declined

• • • Depending upon the policy, an illustration will need to be completed. Call the company provider to have them draft one for you as part of their service. Have sent out through DocuSign.

• • The Illustration and any amendments will be sent to the client to look over and sign/date (wet (pen on paper) signature or DocuSign(digital)) as well as the producer

• • Once the Illustration and amendments are signed, the policy goes to the case manager for quality control before final documents are sent out. A delivery receipt will be needed to be signed to complete the process.

• • • If the document is mailed. Request a tracking number from the company to update client as when they will receive it (to ensure signing in a timely manner)

• • • • Client must wet sign and date the document and digitally send it back to you to upload.

    • If E-Delivered, a DocuSign will be sent along with the policy

Congratulations! Your client(s) policy is now completed in force.