Example Pending Business Page

PENDING BUSINESS

This is an example of what the pending business pages look like.


Your pending business page will be updated at least once weekly. Please visit your page to check status on your cases. We will post anything outstanding, whether needed from you, the client, or the home office. Please understand for security reasons and privacy consideration, we will not post personal client information on your page, with the exception of the clients last name and first initial.

If you have any questions regarding what is posted on your page, please contact Jennifer Westervelt for assistance.

If you have further inquires as to the status of your cases, please contact Jennifer Westervelt.

COMPANY:

PRODUCT:

Items without a Received date are needed to complete underwriting.

Please contact Jennifer Westervelt with any questions.

RECEIVED	ITEMS	COMMENTS
.	Application (req. for L, DI, LTC)	.
.	Extra Forms Req. By HO	.
.	Notice & Consent (req. for L, DI)	.
.	Definition of Replacement (req. for L)	.
.	HIPAA Form (req. for L, DI, LTC)	.
.	Illustration (signed req. for perm L)	.
.	Consumer Agreement (req. for LTC Part.)	.
.	Payment or COD Rec'd (L, DI, LTC)	.
.	Financial Docs (req. for DI)	.
.	Medical Requirements (L, DI)	.
.	Other Underwriting Requirements	.
.	App Submit Date	.
.	.	.
.	Approved Date	.
.	Policy Sent to Agent Date	.
.	Delivery Requirements DUE Date	.
.	Delivery Requirements Rec'd Date	.

L = Life DI = Disability LTC = Long Term Care

This applicant was last updated on

COMPANY:

PRODUCT:

Items without a Received date are needed to complete underwriting.

Please contact Jennifer Westervelt with any questions.

RECEIVED	ITEMS	COMMENTS
.	Application (req. for L, DI, LTC)	.
.	Extra Forms Req. By HO	.
.	Notice & Consent (req. for L, DI)	.
.	Definition of Replacement (req. for L)	.
.	HIPAA Form (req. for L, DI, LTC)	.
.	Illustration (signed req. for perm L)	.
.	Consumer Agreement (req. for LTC Part.)	.
.	Payment or COD Rec'd (L, DI, LTC)	.
.	Financial Docs (req. for DI)	.
.	Medical Requirements (L, DI)	.
.	Other Underwriting Requirements	.
.	App Submit Date	.
.	.	.
.	Approved Date	.
.	Policy Sent to Agent Date	.
.	Delivery Requirements DUE Date	.
.	Delivery Requirements Rec'd Date	.

L = Life DI = Disability LTC = Long Term Care

This applicant was last updated on

COMPANY:

PRODUCT:

Items without a Received date are needed to complete underwriting.

Please contact Jennifer Westervelt with any questions.

RECEIVED	ITEMS	COMMENTS
.	Application (req. for L, DI, LTC)	.
.	Extra Forms Req. By HO	.
.	Notice & Consent (req. for L, DI)	.
.	Definition of Replacement (req. for L)	.
.	HIPAA Form (req. for L, DI, LTC)	.
.	Illustration (signed req. for perm L)	.
.	Consumer Agreement (req. for LTC Part.)	.
.	Payment or COD Rec'd (L, DI, LTC)	.
.	Financial Docs (req. for DI)	.
.	Medical Requirements (L, DI)	.
.	Other Underwriting Requirements	.
.	App Submit Date	.
.	.	.
.	Approved Date	.
.	Policy Sent to Agent Date	.
.	Delivery Requirements DUE Date	.
.	Delivery Requirements Rec'd Date	.

L = Life DI = Disability LTC = Long Term Care

This applicant was last updated on

COMPANY:

PRODUCT:

Items without a Received date are needed to complete underwriting.

Please contact Jennifer Westervelt with any questions.

RECEIVED	ITEMS	COMMENTS
.	Application (req. for L, DI, LTC)	.
.	Extra Forms Req. By HO	.
.	Notice & Consent (req. for L, DI)	.
.	Definition of Replacement (req. for L)	.
.	HIPAA Form (req. for L, DI, LTC)	.
.	Illustration (signed req. for perm L)	.
.	Consumer Agreement (req. for LTC Part.)	.
.	Payment or COD Rec'd (L, DI, LTC)	.
.	Financial Docs (req. for DI)	.
.	Medical Requirements (L, DI)	.
.	Other Underwriting Requirements	.
.	App Submit Date	.
.	.	.
.	Approved Date	.
.	Policy Sent to Agent Date	.
.	Delivery Requirements DUE Date	.
.	Delivery Requirements Rec'd Date	.

L = Life DI = Disability LTC = Long Term Care

This applicant was last updated on