e-App Process with North American

May 21, 2020

COVID-19 (Coronavirus) has drastically changed the way sales can be conducted. Many companies in the insurance space have had an electronic way of submitting applications for years now, only to be utilized during this pandemic. Working remotely in sales has become a way of life so there has been a shift from paper applications to e-Apps. Well, some of you may be asking yourselves what is an e-App? e-App is just a shortened abbreviation for Electronic Applications.

North American

Unfortunately, in order to conduct business currently in most states, E-apps have been the only feasible way to submit business with no in-person meetings allowed. However, the beauty of E-apps is that they are built to be extremely easy and save time. From a compliance standpoint, forms are always current and correct, which enables you to not have to double-check how old your application is. Applications submitted electronically go directly to the carrier with no need to fax or worry about mailing it. To do an E-app, all you need is a computer or any electronic device with a valid internet connection. In some cases, carriers even offer the ability to do an application in an off-line mode so it can be submitted once you have an internet connection available to you.

North American’s E-app process is quite simple! For being a contracted agent with Pinnacle Financial Services, we give you access to a life insurance enrollment platform directly through our website. In order to do this, the agent must log in to our website, which is www.pfsinsurance.com. Next, go to the Services tab and click on Forms that are within the drop-down menu. Once there, you will see a box pop-up that says Basic Search. Next to that will be iGo e-App. Click on that, then click the blue box that says Log In which will take you to a new window. From there, you would click on Start New Case and begin filling out all the information that is highlighted in yellow. Once the required information is entered, click on the box that says Find Available Products and scroll down until you see North American. On the right side of the page you will see Select, click on that and you are ready to begin filling out the E-app for North American.

Pinnacle Financial Services is your one-stop-shop for all senior products like Medicare, life, annuities, and many more. We offer top-notch technology, excellent support and training, and personalized lead and marketing programs to ensure you are writing business. Contact us now to get involved in our guaranteed lead program for Medicare and final expense!

For more information, contact a Pinnacle Financial Services representative today

1 (800) 772-6881 x7731 | sales@pfsinsurance.com

Warren Readinger

Warren Readinger

Director of Sales - Life & Final Expense

x7794 | wreadinger@pfsinsurance.com

Contact a Pinnacle Representative if you have any questions.

1 (800) 772-6881


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