Unified Insurance Network

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1 Preliminary inquiry-shopacase.com Term Quotes Winflexweb Quote Request Forms Upload an application Electronic Applications are available here! Case Status Reports Extraordinaire Underwriting Requirements and Guidelines Life Products: What company has this? Annuity Spreadsheets Licensing & Contracting Made Easier

2 Preliminary inquiry-shopacase.com I submitted a case and did not receive the offer I needed. Now what? On Shopacase.com, you will find a new preliminary application. It is offered in both electronic and paper form. Most cases are typically rated higher for one or two issues. The new preliminary application provides you the appropriate questions to ask your client for just about any ratable condition you can imagine. Once we receive the completed preliminary app, we can match your client to the carrier most likely to look favorably on your client's condition. Plus, if you prefer to have your clients go to a site and answer the medical questions directly there is an answer. Quicklifeinfo.com, this website is a simple easy to use electronic application. Once the application is complete you will be provided a summary of the answers. Term Quotes How to generate term quotes under the speed of light. Needs analysis calculator. Underwriting class estimator. Pricing for 5, 10, 15, 20 & 30-year term insurance with all major carriers. Detailed product information. Underwriting guidelines. Modal premium calculator. Quick links to forms and applications. Can directly to the client. Winflexweb How do you generate permanent life quotes? Universal Life, No Lapse UL, Indexed UL, or Survivor UL? Now you can compare multiple products to make sure you are meeting your client's needs. Now there is no need to download/install each carrier's software, then have to worry if you have the current version or not.

3 Quote Request The very best way to submit a quote request. Sometimes a client may call you and ask for a quote. You write down his information, hang up the phone and realize "Dang, I forgot to ask him about." (Fill in the blank.) Our new quote request tool can help you with that. This tool works for life insurance, annuity, disability and long-term care quotes. It lists all the information you would need to submit a quote request. Simply open the tool online, type in the answers and hit "send." Forms How about "Now you can have power over the universe." On the Unified website, we provide a forms engine that gives you up-todate, easy access to all company forms. You can also use our forms engine to the forms directly from the website to your client. The engine also has access to carrier policyholder service forms. There is also easy to complete pre-underwriting questionnaire's to enable you to match your case with the appropriate carrier. Upload an application Here's the best way in the world to submit applications. Are you still faxing your applications? Are you still mailing your applications? Have you tried ing your applications in? HIPAA laws require that sensitive information sent via must be done via a secure server, such as Paperclip. I would guess that this law is violated on a daily basis by thousands of people. On the Unified Insurance Network website there is a yellow button to upload your applications securely, quickly, immediately to our service for processing. It is as easy as entering your name, address, and selecting your file.

4 Electronic Applications are available here! Do you have situations where an electronic application would work better for you? There are four carriers that will completely handle the application process. Our website will link you in. Go to the purple button in the upper right-hand corner of our home page and click on "Electronic applications." Choose your carrier and complete the easy online application. The selected carrier will complete the rest of the application, obtain the necessary signatures, and order the exam. We will be notified once the application is in underwriting, and we will keep you updated from that point. The second option is completing an igo application. Several carriers participate in the igo application program. The advantage of igo is that it gives you the option of being more involved in the underwriting process. Everything is completed electronically, including the signature. The difference is that you have control over ordering the exam, and you will be asking the insured all of the medical questions. Case Status Reports Extraordinaire How often would you like to receive case status updates? How would you like them on demand?? On the Unified Insurance Network website, you can log in to see all of your case updates, any time. The case management system we use is updated by our team and the carriers directly throughout business hours, every day. The case status section of the Unified Insurance Network website ties into this system. Underwriting Requirements and Guidelines Here is how UIN can help you find up-to-date underwriting requirements and guidelines for all our carriers. On the Unified Insurance Network home page, look on the left-hand side and click on "underwriting." Voila! Up will pop a powerful engine that will provide you information on all the carriers: underwriting guidelines, requirements, height-weight charts and product information.

5 Life Products: What company has this? Wouldn't it be nice to have a list of all of your carriers at your fingertips? And to know what carrier will write a $50,000 term policy, or what carrier will write a Universal Life policy on an 85 year old? Did you know you have access to that kind of information right on our website? Go to > Life Products > Term or Permanent Information on hundreds of products is available with a click of your mouse. The files are updated daily. There's no need for you to save multiple carriers' marketing guides on your desktop and have to worry about keeping them up to date. You can also print/save any file for your convenience. Product features available online include: Age Limits Face Amounts Risk Classes Modal Factors Policy Fee Rider Summary Annuity Spreadsheets Do you know how to prepare your own Annuity spreadsheet? Let's say you have an excellent prospect for an annuity. Where do you go to find the best carrier? How do you know if fixed or indexed is the best option? Who offers the highest rate? Who offers the best guarantees? Log on to and go to 'Annuity Spreadsheets.' Enter your search criteria for a list of qualifying carriers and product details. This feature gives you the ability to compare products, and then print, save or the file. This section also gives you quick access to annuity specific forms. You'll also find several marketing tools and more than a dozen online calculators in the Annuity Spreadsheet area.

6 Licensing & Contracting Made Easier Does anyone like contracting and licensing? I doubt you would answer the question with a "yes." But as you know, it is a necessary part of the insurance business. Luckily there is new technology available that does help make the process easier. Unified Insurance Network uses one master application for licensing. Using this application enables us to get you appointed with any of the carriers we represent. You will still need to fill out the one application -- but we can use it to appoint you with multiple carriers. In the long run, this will save you a ton of time and trouble. The licensing and contracting section of our website provides other useful information, including a guide for carriers that may have pre-appointment issues; schedules for when the carriers pay commissions; and state-specific LTC training requirements.