Overview
The second module in our platform is the Hybrid E-App. Whether driven by the Consumer, the Advisor, or a Hybrid of both - the client can get an understanding of their needs and get a quote for a recommended product and coverage.
Key Features
- Allow customers to start, edit, and complete life insurance applications either with the help of an advisor or independently
- Mobile-first design
- Reflexive questionnaires and decision trees
- Admissibility rules and accelerated acceptance capacity
- MIB integration
- Omnichannel agent and advisor support
- Direct submission into carrier's system
- Support multi-product, multi-insured, simple, and complex underwriting capabilities
- Provide customers with pre-authorized debit, credit card, or pay-by-check payments options
- 3rd Party Payment integration
- Offer eSignature and Wet Signature options
- 3rd Party signature flow
- Receive and send the application summary in PDF
- Dynamic PDF generation
- Customers can see and download a summary of their application in PDF format
Key Benefits
Implementation
- Our platform is an easily implemented, turnkey solution that requires little resources from the carrier's side.
- From demo, to planning, to launching and onboarding advisors, we’re with you every step of the way and your dedicated Client Success Manager remains at your side throughout our partnership.
Security & Privacy
- At Breathe Life security and privacy is integral to how we operate. Having successfully completed a SOC2 Type II audit we have put in place strict information security policies and procedures designed to meet relevant trust principles to protect our clients and their customers.
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