Solutions

Tele-applications

As insurers look for new ways to streamline the underwriting process, LifePlans is here to assist. We can develop customized, state-specific scripts that include electronic signature capabilities, leaving the job of selling to the agent and data collection in the hands of the insurer/partner. Our tele-application business has been growing rapidly as we partner with insurers to help them get the best information possible. We will work closely with you to develop customized scripts to assure data capture that best meets your needs. Through our recording technology, all communication is captured and vaulted for future reference.