Kait Wendehorst
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Recent activity by Kait Wendehorst-
I ran a quote and it came back as standard when I thought it should be preferred.
Please trust in the results that Quility Navigator has provided. It is tied closely to the carrier underwriting parameters.
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Will the agent get a copy of the policy?
Agents can download a copy of their client’s policies from the SBLI agent Portal at sbliagent.com.The policy is not delivered to your e-app link. Once the client completes delivery, the policy numb...
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I ran a quote and it states that there still isn't anything available.
Please refer to the product specs listed under the carrier products in HQ. It’s possible that you have entered specifics that are outside of the product parameters, specifically, death benefit, age...
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Is there a build chart?
Please enter the clients information and build into the Navigator platform to get an appropriate rate class.
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My application status hasn't changed and doesn't need anything.
Please give it up to 24 hours to process. There are small delays in status updates that vary by carrier. The underwriting process can take longer in some cases that require manual review by the car...
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My client can't find the application email.
Please have your client review their “Spam” and “Junk” folders.
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Navigator Cases
Your case status will be displayed in Navigator under 'Cases'. For more detailed status updates, please visit the specific carrier's Agent Portal listed below. These are also found on the carrier ...
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What is an APS?
APS stands for Attending Physician Statement. This means that the carrier is requesting medical records from the client’s physician but the BeyondTerm product will never end in Banner Life asking y...
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Why is my case not moving to Offer Made? (i.e., stuck in approved)
Usually, the reason for a case to be caught in Approved Status is due to a pending Licensing appointment or an outstanding amendment/requirement for the client to sign. This can lock applications w...
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Why are they asking for an APS?
There has been specific information on the application and/or through backend underwriting that has noted health items that need to be verified.