Kait Wendehorst

We’re unable to share specific details regarding your client's SBLI underwriting decision. The client is ineligible due to answers provided in the application.While there are some factors that may ...

Prior to submitting the application to Underwriting, you have the ability to review and edit theapplication and make edits. Once an offer has been extended, information cannot be edited. If thereis...

These include a set of automatic riders/services at no additional cost - charitable giving , accelerateddeath benefit rider, unemployment waiver of premium, LegacyShield and optional riders includin...

Early in the application, the agent will be presented with the client’s email address to send the HIPPA Authorization form. The system will automatically send the HIPPA to the client to sign whil...

You are required to be contracted via SureLC and appointed to the states in which you are writing anapplication. Your SBLI writing number must also be present in HQ to sync for Navigator. It will s...

If the agent has the policy number, the SBLI team can look up the case immediately. Cases appear in business summary the next day and are uploaded nightly at 11pm EST.You can view the policy throug...

To see full information on commissions, please review the SBLI EasyTrak Digital Term Agent Guide.

In Navigator, you can access any case by selecting the “Cases” tab on the side menu. From there,find the particular case you want to resume and view the case.On the case details page, if the case i...

49 and DC. SBLI EasyTrak Digital Term is not available in NY.

If you are unable to move past the agent info screen, it is likely because: You attempted to write business in a pre-appointment state where you are not appointed. SBLI uses Just-In-Time (JIT) cont...