November 28, 2023
New SimpliNow Choice platform
your ticket to all UW paths!
iPipeline iGO and LifePipe users have access to instant decision!
Delivering instant decision on our new iPipeline SimpliNow Choice platform with the existing, fully featured Term product. Plus, in the same session, you can choose which underwriting (UW) path best meets your client’s needs:*
- NEW client completion Part B (instant decision)
- NEW agent completion Part B
- Tele-interview
- Paramed
The client submission path is good for those clients who you believe would be comfortable filing out the online forms independently and are motivated to complete the application. It also makes the exam much shorter even if they do not stay lab-free.
Choose Select-a-Term (New Submission Platform), and if your client is a good fit for our instant decision path, select “Agent Drop Ticket + Client Collaboration” for the client completion application. If approved as applied for, the policy will be conditionally issued.
Boosting client satisfaction with instant decision!
Find out more
1 (800) 772-6881 x7731 | sales@pfsinsurance.com
Contact a Pinnacle Representative if you have any questions.
1 (800) 772-6881
support@pfsinsurance.com
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