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FOR AGENT USE ONLY – NOT FOR PUBLIC USE
AG Quick Ticket®
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FOR AGENT USE ONLY – NOT FOR PUBLIC USE
You asked, we answered
Life insurance distribution is changingConsumers expect fast and easy processingOur ultimate goal: A best-in-class solution
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FOR AGENT USE ONLY – NOT FOR PUBLIC USE
Benefits
Simplifies the producer’s sale
Improves issue time 1-4 days
Increases iGo applications
Producer focuses on relationship, sale and customer
American General and ExamOne take care of the rest – at no cost to the agency
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Without QuickTicket QuickTicket
Turnaround Time (Days)
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FOR AGENT USE ONLY – NOT FOR PUBLIC USE
Selects product and rate class
Prepares client for teleinterview and exam
Accesses AG Quick Ticket
Enters data and eSigns
Checks status
Completes application packet
Schedules exam
Delivers application packet for signatures
QCs form then eSubmits
Submitted for underwriting decision
If approved, policy delivered
Producer Exam One New Business
Ticket Process Overview
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FOR AGENT USE ONLY – NOT FOR PUBLIC USE
■ AG Select-a-Term®: 15 & 20 – 30 years
■ AG ROP Select-a-Term® : 20 – 35 years
■ AG Secure Lifetime GUL® II : Fixed UL with Guarantees
■ Not currently available: Replacements in AR and NY, separate owners/payers
■ Access AG Quick Ticket
■ Enter the client’s information
■ Explain the next steps to the client outlining the teleinterview and paramedical exam process
■ All required fields must be completed
■ Ticket submitted to vendor for fulfillment
■ Client contacted in 24 hours
■ If no contact is made, follow-up every 26 hours up to 7 days
Licensed Agent determines right product & rate class for client
Agent enters client information on AG Quick Ticket
Ticket submitted electronically to
vendor
Vendor contacts client
Online Process
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FOR AGENT USE ONLY – NOT FOR PUBLIC USE
■ Application packet completed
■ Exam takes place at client’s home, place of business or at an ExamOne branch office.
■ Application packet provided to the client for review and signatures
■ Examiner performs exam
■ Application packet checked for completeness
■ Application packet images sent to American General
Telephoneinterview
Paramedicalexamscheduled
Examiner delivers forms for signatures
Scrubs forms and images to American General
Online Process, continued
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FOR AGENT USE ONLY – NOT FOR PUBLIC USE
How To Get StartedFrom Winflex
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FOR AGENT USE ONLY – NOT FOR PUBLIC USE
Data Enter In LifeSpeed
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Monitor Ticket Status
Agency Integrator
eStationProducer BusinessResource Center
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Marketing Support
Video
Support materials Producer Guide User Functionality Guide Quick Reference Guide Client Prep Guide
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FOR AGENT USE ONLY – NOT FOR PUBLIC USE
Important Information
Policies issued by: American General Life Insurance Company (AGL), 2727-A Allen Parkway, Houston, Texas 77019. AG Select-a-Term Policy Form Number 07007, AG Select-a-Term Policy Form Number ICC10-07007, AG ROP Select-a-Term Policy Form Number 10001, AG Secure Lifetime GUL II Policy Form Numbers 13460, ICC13-13460. The underwriting risks, financial and contractual obligations and support functions associated with products issued by AGL are its responsibility. Guarantees are subject to the claims paying ability of the issuing insurance company. AGL does not solicit business in the state of New York. AGL is a member company of American International Group Inc., (AIG). AIG does not underwrite any policy described herein. Policies and riders not available in all states. Important: Prior to soliciting business, be certain that you are appropriately licensed and appointed with the insurer and that the product has been approved for sale by the insurer in that state.
© 2014 AIG. All rights reserved. FOR AGENT USE ONLY- NOT FOR PUBLIC USE
AGLC105752 REV0414
