1. You will receive an order confirmation via email.
  2. Your client will either receive an email to verify the information on the application to esign or a call from the carrier where they will answer remaining questions and voice sign their application. 
  3. During the interview process, if a paramedical is needed, it will be scheduled at your client’s convenience.
  4. Once underwriting is complete, policies are sent out for e-delivery (which is signed via e-signature) or a hard copy policy is mailed.  Each carrier does this process differently.