Nationwide e-Applications: Life Ticket and iPipeline processes

Nationwide
e-Applications:
Life Ticket and
iPipeline processes
World Financial Group
FOR INSURANCE PROFESSIONAL USE ONLY — NOT FOR USE WITH THE PUBLIC
LAM-1973AO-WG.3 (08/14)
What’s wrong with paper applications?
Incorrect paperwork
• Paperwork gets updated frequently
Incomplete paperwork
• Over 100 questions on an app
Slow processing
• Answers hard to read, must be keyed
into systems
Why use e-Apps?
Easier than paper
• NO questions missed
• Always the correct forms
Faster than paper
• Screen guides you through what’s important,
what’s not
• Cuts underwriting time down by multiple
days
More options than
paper
• Save work and return later
• Electronic signature options
Take
work
off your
plate
Get
paid
quicker
Nationwide offers two e-Solutions for Fixed Life apps
Nationwide
Life Ticket
iPipeline
e-Applications
• Don’t fill out an app! Order one!
• Have a doctor/nurse complete all
paperwork for you
• Quickly fill out an application
100% in good order
• Utilize email or in-person
eSignature capabilities
4
How does Life Ticket work?
STEP ONE:
You submit a ticket
online
• Client demographics, plan
information & bank info
• Can be done by PC/Mac or
mobile devices
• Can be done in the absence
of your client & in a matter
of minutes
STEP TWO:
Your client completes a
phone call with a
doctor/nurse
• Application created & voice
signed over the phone
• Medicals scheduled for you
• Foreign language support
• Commissions can advance
after this call
5
Why Use the Life Ticket Process?
Save time on
paperwork
• You don’t fill out the application
• You don’t need to ask medical
questions
Ensure detailed,
accurate health
information
• We use qualified doctors and nurses
• Drill-down questions & doctor search
• Prescription use & MIB reports
gathered & discussed over the phone
Smoother, quicker
underwriting
process
• In-Good-Order paperwork
• Reduce need for medical records
• Cut the time it takes to make an offer
7
Availability
Supported business in this process
• Face amounts up to $1,000,000 & ages 18-70
• Fixed Life
• YourLife Indexed Universal Life
• YourLife No-lapse Guarantee Universal Life
• Long Term Care Rider
• YourLife Term & WL products
• Self-owned policies with only one insured
• Temporary insurance and advanced commissions
• All non-New York applications
8
How do I send in a Nationwide Life
Ticket?
myWFG.com
Nationwide Splash Page
•Direct link to the Life Ticket
Website
•PDF training guide
•Webex schedule
9
iPipeline e-Applications
Nationwide has most fixed life products available on iPipeline e-Applications
To access iPipeline,
go to
nationwidefinancial.com
iPipeline e-Applications
Select your
product
Fill out all yellow
fields to be
in good order
Save your
information and
come back if
necessary
eSignature via face-to-face
If your client is
present with you,
you can use this
method
Why eSign face to
face?
•Avoid printing out
the paperwork
•No need to buy a
signature pad
•No missing
signatures
Authenticate
client by
recording an
ID number
Review
paperwork
together on
one screen
Sign by
clicking
eSignature via email
If your client is
not present with
you, you can use
this method
Why eSign via
email?
•Avoid printing out
the paperwork
•Allow clients to
sign whereever,
whenever
•No missing
signatures
Create PIN
Send email to
signer
Client will
open email
and enter PIN
to review
paperwork
Sign by
clicking
Training Available
Live Webexs
• Schedule available at the Technology Booth
Recorded Demos
• Available 24/7 on myWFG
PDF screen-by-screen guides
Nationwide Call Center
• 1-866-678-LIFE
FOR INSURANCE PROFESSIONAL USE ONLY – NOT FOR USE WITH THE PUBLIC
World Financial Group (WFG) is not affiliated or associated with Nationwide Financial or any of its subsidiaries.
Nationwide, Nationwide Financial and the Nationwide framemark are service marks of Nationwide Mutual Insurance
Company.
© 2013 Nationwide Financial Services, Inc. All rights reserved.
LAM-1973AO-WG.3 (08/14)