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Lincoln Financial Group launched a new e-ticket system for its hybrid life insurance policies to shorten the application process.
The solution helps ensure “in good order” case processing, enabling Lincoln to process applications quickly and efficiently with less follow up, giving producers more time to focus on further growing their businesses.
Lincoln’s new e-ticket solution for hybrid life insurance policies leverages AFFIRM technology from Aplifi, a technology and service provider to the life and annuity industry. AFFIRM automatically generates all required state and product forms, allows for a flexible workflow to support customer-specific processes, and provides advisors with the ability to quickly upload their illustrations. In addition, it validates an agent's license and appointment with Lincoln, provides status updates, and allows clients to provide e-signatures.
The solution helps ensure “in good order” case processing, enabling Lincoln to process applications quickly and efficiently with less follow up, giving producers more time to focus on further growing their businesses.
Lincoln’s new e-ticket solution for hybrid life insurance policies leverages AFFIRM technology from Aplifi, a technology and service provider to the life and annuity industry. AFFIRM automatically generates all required state and product forms, allows for a flexible workflow to support customer-specific processes, and provides advisors with the ability to quickly upload their illustrations. In addition, it validates an agent's license and appointment with Lincoln, provides status updates, and allows clients to provide e-signatures.
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