Licensing, E-Docs John Sheere Manager Agency Support Services

TMK1536 092910 Agent training only. Not for sales use.

Licensing, E-Docs

John SheereManager Agency Support Services



Agenda

• When to use UA and LNL EDOCS• Data Sheet – Review of Key Items• Appointment Process – Temp and Perm• Appointment Process – Non-Resident• Contact Information• Questions


When to use UA and LNL EDOCS

• True Liberty Branch- Always use LNL EDOCS

• Conversion/Cross-Sell Branch- Depends on license type and products to be sold



Conversion/Cross-Sell Branches

• Applicant holds perm license Always upload through UA EDOCS LNL contract will be included to be signed Issuance of the LNL number is an overnight process

once the UA number is activated



Conversion/Cross-Sell Branches

• Applicant holds temp license Upload through UA EDOCS if Agent will sell only

true UA products (GA, IL, TX Only) Upload through LNL EDOCS if Agent will sell

Medicare and/or true LNL products


Data Sheet – Review of Key Items

Next we will review a sample data sheet for some commonly missed items.


Sample Data Sheet Issues


Sample Data Sheet Issues

• Invalid Social Security Number• Last name misspelled• Incorrect birthday• U.S. citizen• Resident history• Question 7 yes answers• Ever used another name• AL only (5 year work history)• Felony question


Appointment Process – Temp States

Proof of temp license

• AL – $50 payment through PayPal or in the Home Office via money order

• FL/MS – Copy of online application or copy of the temp license

• GA/TX – Original Temp App and proof of completed fingerprinting

• IL – Original Temp App

* Note – TX temps should only be used when absolutely necessary because of the cost and limited number


Appointment Process – Temp States (LNL)

Process steps

• Internal Background Check• State background check• Agent number issued (not activated)• Welcome packet sent• Verify license has been issued through NIPR• Complete appointment with the state (if required)• Activate Agent number to write business


Appointment Process – Temp States (UA)

Process steps

• Internal Background Check• State background check • Verify license has been issued through NIPR• Complete appointment with the state (if required)• Agent number issued and activated to write business• Welcome packet sent


Appointment Process – Perm States (LNL)

Process steps

• Passing results received• Internal background check• State background check • Agent number issued (not activated)• Welcome packet sent• Verify license has been issued through the NIPR• Complete appointment with the state (if required)• Activate Agent number to write business


Appointment Process – Perm States (UA)

Process steps

• Verify license has been issued through the NIPR• Internal background check• State background check • Complete appointment with the state (if required)• Agent number issued and activated to write business• Welcome packet sent


Appointment Process – Non-Resident

• Send request to appropriate e-mail box for requested states

• License must be issued and on NIPR before appointment can be made

• Upline must be licensed and appointed in requested states

• Conversion Branch requests will be added to both UA and LNL unless otherwise specified


Agent Licensing Contact Information

[email protected] This is where all UA Agent Licensing questions and correspondence should be sent.

[email protected] is where all LNL Agent Licensing questions and correspondence should be sent.

•Uploads arrive next day and take 2-3 days to process•External background checks can take 3-5 days•Email responses within 48 hours


What have you put on your To Do List?


Documents

Licensing, E-Docs John Sheere Manager Agency Support Services