Life Processing Instructions
Common Sense Advantage
Life Processing Resource
ALL Life business must be processed through them.
6% split on all policies processed
Please submit ALL new life business here:
Steps:
- Disclosure (Do this with the client during the meeting where you fill out the application.)
- CSA has a disclosure form that you can send your client that will simplify this process greatly.
- https://powerforms.docusign.net/15369c9e-79c7-4c9f-ab23-db5b266695e0?env=na4&acct=c5655d06-99de-46aa-aa32-762549c1b2db&accountId=c5655d06-99de-46aa-aa32-762549c1b2db
- This form can also be found by logging into the agent side of CSA's website.
- CSA has a disclosure form that you can send your client that will simplify this process greatly.
- Split Form
- CSA has a fillable split form with their information already put in. Follow the link below:
- https://powerforms.docusign.net/e7c6e28a-aecb-4e23-94f7-683e6c3a40f2?env=na4&acct=c5655d06-99de-46aa-aa32-762549c1b2db&accountId=c5655d06-99de-46aa-aa32-762549c1b2db
- This form can also be found by logging into the agent side of CSA's website.
- CSA has a fillable split form with their information already put in. Follow the link below:
- Securely upload your application to CSA through their Drop Secure
- Go to the CSA website
- Click on 'Agent Login' in the top right of the page
- After logging in click on the button that says 'Click here to submit application'
- In the 'Message' section of the upload put:
- Client Name
- Product Name
- Please do not put anything else
- Important things to note
- Prep your clients to expect CSA to reach out
- When filling out applications:
- Mark exams as producer/agent/field ordered
- Mark APS as producer/agent/field ordered
- CC CSA on all private communications about any case