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Banner AppAsist Overview

CLICK HERE to begin using AppAssist

AppAssist simplifies the life insurance application process for case managers, agents and clients!
Overview of the Electronic AppAssist® Process:

  • Broker submits Request for Life Insurance Interview (RLI) via e-Link™or iGo
  • Client should recieve an email from Banner with a link to complete their life insurance application online. The process should only take about 20 minutes.
  • Client uses e-signature option to sign the application
  • Client is sent application package via secure email/mail for records
  • Call Center orders inspection report, RX List report, and MVR and handles all case management. A decision of whehter or not additional underwriting like paramed exam, APS’s or telephone interview are needed.
  • Underwriting decision and case package, including medical records, sent to general agency by secure email
  • Policy contract is sent directly to client or agency via e-Delivery or mail
  • Delivery requirements received and policy activated
  • Broker receives email notification of commission deposit 

Requests for Life Insurance Interviews can also be submitted using a paper form. See page 6 of the Broker Guide for specifics.

Status Updates Throughout the Entire Process:

www.LGAmerica.com  on a real-time basis, or these sources which are updated five times daily:

Using Life Quick Request can help reduce touches and increase feel good conversations at the agent and client level!
 Call the RAM GROUP  Life Sales Team at 800-686-4238 for more information.
Banner’s AppAssist  is one of the easiest ways to write term cases.
Easier is better!

To get started submitting an application online now:
Click Here 

FOR AGENT / BROKER / DEALER USE ONLY. NOT TO BE REPRODUCED OR SHOWN TO THE PUBLIC.