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TMK1536 092910 Agent training only. Not for sales use. Licensing, E-Docs John Sheere Manager Agency Support Services TMK1536 092910 Agent training only. Not for sales use.
TMK1536 092910 Agent training only. Not for sales use.
Licensing, E-Docs
John SheereManager Agency Support Services
TMK1536 092910 Agent training only. Not for sales use.
TMK1536 092910 Agent training only. Not for sales use.
Agenda
• When to use UA and LNL EDOCS• Data Sheet – Review of Key Items• Appointment Process – Temp and Perm• Appointment Process – Non-Resident• Contact Information• Questions
TMK1536 092910 Agent training only. Not for sales use.
When to use UA and LNL EDOCS
• Traditional Liberty Branch- Always use LNL EDOCS
• Conversion Branch- Depends on license type and products to be sold
TMK1536 092910 Agent training only. Not for sales use.
When to use UA and LNL EDOCS
Conversion Branches
• Applicant holds perm license Always upload through UA EDOCS LNL contract will be included to be signed Issuance of the LNL number is an overnight process
once the UA number is activated
TMK1536 092910 Agent training only. Not for sales use.
When to use UA and LNL EDOCS
Conversion Branches
• Applicant holds temp license Upload through LNL EDOCS
TMK1536 092910 Agent training only. Not for sales use.
Data Sheet – Review of Key Items
Next we will review a sample data sheet for some commonly missed items.
TMK1536 092910 Agent training only. Not for sales use.
Sample Data Sheet Issues
TMK1536 092910 Agent training only. Not for sales use.
Sample Data Sheet Issues
• Invalid Social Security Number• Last name misspelled• Incorrect birthday• U.S. citizen• Resident history• Question 7 yes answers• Ever used another name• AL only (5 year work history)• Felony question
TMK1536 092910 Agent training only. Not for sales use.
Appointment Process – Temp States
Proof of temp license
• AL – $50 payment through PayPal or in the Home Office via money order
• FL/MS – Copy of online application or copy of the temp license
• GA/TX – Original Temp App and proof of completed fingerprinting
• IL – Original Temp App
* Note – TX temps should only be used when absolutely necessary because of the cost and limited number
TMK1536 092910 Agent training only. Not for sales use.
Appointment Process – Temp States (LNL)
Process steps
• Internal Background Check• State background check• Agent number issued (not activated)• Welcome packet sent• Verify license has been issued through NIPR• Complete appointment with the state (if required)• Activate Agent number to write business
TMK1536 092910 Agent training only. Not for sales use.
Appointment Process – Perm States (LNL)
Process steps
• Passing results received• Internal background check• State background check • Agent number issued (not activated)• Welcome packet sent• Verify license has been issued through the NIPR• Complete appointment with the state (if required)• Activate Agent number to write business
TMK1536 092910 Agent training only. Not for sales use.
Appointment Process – Perm States (UA)
Process steps
• Verify license has been issued through the NIPR• Internal background check• State background check • Complete appointment with the state (if required)• Agent number issued and activated to write business• Welcome packet sent
TMK1536 092910 Agent training only. Not for sales use.
Appointment Process – Non-Resident
• Send request to appropriate e-mail box for requested states
• License must be issued and on NIPR before appointment can be made
• Upline must be licensed and appointed in requested states
• Conversion Branch requests will be added to both UA and LNL unless otherwise specified
TMK1536 092910 Agent training only. Not for sales use.
Agent Licensing Contact Information
[email protected] This is where all UA Agent Licensing questions and correspondence should be sent.
[email protected] is where all LNL Agent Licensing questions and correspondence should be sent.
•Uploads arrive next day and take 2-3 days to process•External background checks can take 3-5 days•Email responses within 48 hours
TMK1536 092910 Agent training only. Not for sales use.
What have you put on your To Do List?
TMK1536 0410 Agent training only. Not for sales use.
