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APPLICATION SUBMISSION MADE EASY

Next. APPLICATION SUBMISSION MADE EASY. Next. How it all Started. One of the largest life insurance companies in the country asked CRL if we could provide an easy and cost effective e-submission solution for their agencies.

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APPLICATION SUBMISSION MADE EASY

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  1. Next APPLICATION SUBMISSIONMADE EASY

  2. Next How it all Started • One of the largest life insurance companies in the country asked CRL if we could provide an easy and cost effective e-submission solution for their agencies. • In response CRL developed the eZ-App web application which has now been renamed to Zip zAPP. • The objectives of Zip zAPP include a low cost entry point ($0.00), highly secure transmissions, data formatted to go directly into the carriers underwriting system, and an extremely easy user interface. • Two years later the e-submission application is highly successful with more then 300 agencies submitting thousands of cases per month. • Zip zAPP is now available to all carriers and is being introduced nationally to all BGA’s.

  3. Next Agency Benefits • Zip zAPP - a simple yet powerful web based tool • Zip zAPP - allows agencies to submit applicant info and document images directly into a carrier’s underwriting system • FAST - cases transmitted via Zip zAPP are assigned priority status by the carrier • CONVENIENT - agency users can view, update & print cases via the internet • SECURE -Zip zAPP incorporates security designed to protect your client’s NPI • COST EFFECTIVE -Zip zAPP can reduce postage expenses • SMART -Zip zAPP can assign a case or policy number to your case • EASY -Zip zAPP - was designed to be used with little or no training

  4. Next • So, how does Zip zAPP work?

  5. Next Zip zAPP Workflow

  6. Next Single Sign on With Zip zAPP you will only need one Username and Password to submit cases to multiple carriers.

  7. Next Submitting a Case The selection of Formal or Informal application is made at the main menu.

  8. Next Proposed Insured Information Enter proposed insured’s information once and submit informal app to multiple carriers.

  9. Next Carrier Specific Information Complete the carrier specific info for the case.

  10. Next Easily Upload Case Documents Easily upload case related documents from your computer.

  11. Next Review Information All information can be reviewed and edited as necessary

  12. Next Immediately Receive Policy Number Receive the carrier’s policy number immediately after case is submitted.

  13. Next Submit to Multiple Carriers Easily submit informal case to multiple carriers

  14. Next Search for a Case Searches can be performed by any combination of fields to locate existing cases in Zip zAPP.

  15. Next Search Results The cases matching your search are displayed in an easy to understand table.

  16. Next Existing Case The case summary shows the basic case information and which carriers it was submitted to previously.

  17. Next User Administration Zip zAPP provides multiple ways for the agency to self- administer their agency’s Zip zAPP account.

  18. Next Training Tutorials are available in the Help section of Zip zAPP to assist both existing and new users.

  19. Next Customer Service We’ve created a customer support team specifically trained for Zip zAPP to: • Set up agencies • Train users • Respond quickly to inquiries • Phone: 1-800-882-1922 • Email: zipzappsupport@crlcorp.com

  20. Next FAST CONVIENIENT COST EFFECTIVE SMART SECURE EASY

  21. For Additional Information Contact us at: zipzappsupport@crlcorp.com

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