learn about the electronic application system used to collect and submit whole life and term applications.

Understand the capabilities that EZ-app has to offer

Use this interactive reference sheet to find all the Life EZ-app training materials in one place.

Learn to conduct a Life Insurance application meeting using EZ-app or your firm’s application method, and procedures to deliver a policy.

Learn how to conduct a disability income insurance application meeting, record client responses using EZ-app or your firm’s application completion process, and familiarize yourself with policy delivery procedure.

This training module outlines each step in the policy eDelivery process

Process allows you to collect eSignatures from your client while meeting face-to face. Collecting one digital eSignature from your client will complete the signing process for all forms in the application package.

 Process allows you to collect eSignatures from your client while in a face-to face setting. Using this process, your client will review the application package and authorize eSignature and complete the signing process for all forms in the application package.

Process facilitates remote sales and can be combined with other face-to-face eSignature processes. Initiating the email eSignature process will send an email to your client inviting them to sign the application process. 

Business Manager – Insurance Operations
877-357-9670
jessica.dougherty@ffgadvisors.com

Sr. New Business Rep
703-847-9660
pamela.teele@ffgadvisors.com