Kait Wendehorst

Yes, it can be found in HQ using this link- https://www.bannerlife.com/docs/default-source/advisor/products/beyondterm/underwriting-guide.pdf. You’ll want to check there for initial risk assessment...

You can access the product exclusively on Navigator and access Navigator directly through HQ's top left corner 9-box grid then clicking 'Navigator'. There is no longer the need for the individual a...

An RTM stands for Response to Memo and is a request for additional information from the client (ie the name and phone number for a specialist that was referenced by their primary care provider).You...

You cannot increase the face amount of an issued policy; you must write your client additional coverage.

Go into Application Manager and review the Workboard tab for any outstanding Licensing requirements and information. Hover over a card for additional details. If a Licensing card is pending, go to ...

To service a policy that is currently in force, you or the client would need to contact SBLI directly.Advise the client to use the my.SBLI.com Portal or call SBLI customer service at 1-800-694-7254...

There truly is no exam. We use automated engines to review the build, MIB reports, medications,motor vehicle records and other information to assist in the automated underwriting decision.

The Quility Navigator platform is designed to give you a near accurate recommended best rate class based on the client information you provide. If you need a more detailed assessment because of sev...

After the agent and client have completed the signature process, the client will receive an email fromSBLI to register on my.sbli.com. Once registered, the client has the ability to view and downlo...

To check if you have a writing number for a carrier in HQ, follow these steps: (You may be appointed with the carrier already, but the writing number/code isn't present in HQ yet) Navigator syncs l...