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E-App and Supplies Brenda Martin Senior Vice President

E-App and Supplies Brenda Martin Senior Vice President. TMK1536 0910. Agent training only. Not for sales use. E-App. TMK1536 0610. Agent training only. Not for sales use. Laptop Minimum Requirements. CPU: 1.6 GHZ Pentium Processor RAM: 1 GB 40 GB Hard Drive

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E-App and Supplies Brenda Martin Senior Vice President

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  1. E-App and Supplies Brenda Martin Senior Vice President TMK1536 0910 Agent training only. Not for sales use.

  2. E-App TMK1536 0610 Agent training only. Not for sales use.

  3. Laptop Minimum Requirements CPU: 1.6 GHZ Pentium Processor RAM: 1 GB 40 GB Hard Drive DVD Rewritable Drive (DVD-RW)

  4. Laptop Minimum Requirements 14.1-inch monitor or larger (1024x768 minimum resolution) At least one USB port Audio Capable

  5. E-App Java must also be added and enabled within Internet Explorer. (Mozilla, Chrome, and Safari are not compatible.) Note: E-App will not work with mini-laptops or netbooks

  6. E-App Agent Training Assign someone to help with the download process Train the Agent how to use the E-App

  7. E-App – Agent Training Must synchronize with the Home Office every 7 days (upload/download) Always load the Franchise before arriving at the customer’s place of business.

  8. E-App – Agent Training The customer’s electronic signature is considered the same as any other signature. There is NEVER a circumstance when the Agent can type the customer’s name.

  9. E-App – Agent Training Verify the correct Agent number is selected for commissions before upload – no adjustments Verify the email address and phone numbers within the Agent Information section. Confirmations will be sent to this e-mail address and the phone number selected for text messaging.

  10. E-App Uploads Don’t hold apps until Friday Apps must be uploaded by 3:30 p.m. Central time on Friday to count in the gross submit for the week. Apps with complex beneficiaries (3 or more or other) require an additional day of underwriting – upload by 3:30 p.m. on Thursday to count towards the week’s gross submit.

  11. E-App Uploads Problem locations Hotel Chains and Fast Food Restaurants with a proprietary Firewall Protected Corporate Networks. Known locations are:  Panera Bread, Motel 6, Chik Fil –A, Etc. Upload from a proven network such as home or office.

  12. E-App Upload Problems • Send email to branchhelp@torchmarkcorp.com • Friday uploads • Send e-mail to document the problem • Call 1-800-925-6792 Option 2 for assistance

  13. E-App – BM Information Confirmation email sent to your Branch Manager mailbox View details of E-Apps uploaded on website

  14. E-App

  15. E-App Applications uploaded on this date Listed in Agent number order Test Apps will not display

  16. E-App Details will vary based on the information required to issue the policy. General information includes: Date and time of upload App type Submitting Agent Commissioned Agent Mode of Payment Employer Franchise Number Employment Date Mode Premium Total Annual Premium

  17. E-App

  18. E-App Applicant info – Related to Agent Primary Insured info

  19. E-App Relationship of Applicant to Insured Address, phone, etc.

  20. E-App Bank name and address and bank routing number if app was submitted on bank draft Trial app - if applicable “Not gathered for this policy type” if the information is not required

  21. Review Review the details of the applications uploaded and identify training needs If you suspect fraudulent activity, contact: bmartin@libnat.com or bmitchell@torchmarkcorp.com

  22. Supplies TMK1536 0610

  23. Ordering Supplies - LNL Know your Order Week LNL system will only allow you to order one day during your assigned Order Week. Allow 7 days for shipping

  24. Ordering Supplies - LNL

  25. Ordering Supplies - LNL

  26. Ordering Supplies - LNL

  27. Ordering Supplies - LNL

  28. Ordering Supplies - LNL

  29. Ordering Supplies - LNL

  30. Ordering Supplies - LNL

  31. Ordering Supplies - LNL

  32. Ordering Supplies - LNL

  33. Ordering Supplies - LNL

  34. Ordering Supplies Form Numbers by state can be found in your online reports on IC072001

  35. Ordering Supplies Verify applications and brochures required on the Product Availability Chart

  36. Oral Swab Order Form

  37. Ordering Supplies - UA UA Branches that have not converted order LNL supplies on the LNL website

  38. Ordering Supplies - UA

  39. Ordering Supplies - UA UA e-mail order form – order will be processed during your Order Week

  40. Ordering Supplies - UA UA orders

  41. Ordering Supplies • Lead items charged to Lead Account • Lead Boxes: • Cancer • MedFacts • Child Safe • Medicare Supplement (UA only) • HDF (UA only) • Child Safe Kits • MedFacts Kits

  42. Ordering Supplies Lead items not charged to Lead Account Recruiting Memorial Guide Door Hanges

  43. Ordering Supplies Emergency Supply Requests or questions E-mail agencysupply@torchmarkcorp.com Shipping charged to Branch Manager’s pay

  44. Ordering Supplies First Year - The supplies are charged to the supply account. Supply account charges will appear on the monthly Branch expense account.Office supplies will only be approved if the Z-Account is positive.

  45. Ordering Supplies Office supplies are ordered through OfficeMax. Toner – Order from B2B Toner

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