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Steve Suhr
stevesuhr@ameritasfc.net
Send Steve risk assessments and CC on all support team communication.
Michelle Pierce
(402) 423-4022 ext. 233
michellep@cfslinc.com
License inquiries, state applications, and e-app access with required license copy.
Nate Moore
(319) 400-9580
nate@ameritasfc.net
Large case design support if agent cannot independently prepare a solution.
Kelly Micek
(402) 423-4022 ext. 215
kelly@ameritasfc.net
E-application software challenges (CC Michelle Pierce if state license related). Questions about policy delivery packages
Signed delivery requirements (include Docusign certificate).
Teresa Hespen
(402) 397-1952 ext. 101
teresa@ameritasfc.net
Questions pertaining to in-force policies; premium updates, policy structure changes, and any other policy service requests.
Please CC Steve Suhr on all support team communication.
Select the suitable application for your client by reviewing the information and relevant guides provided below. Ideally, choose the accelerated underwriting/non-medical application for a quicker process. However, eligibility for accelerated underwriting may be hindered by certain applicant histories.
Life - Accel UW/Non-Med App: Healthy individuals with a clean medical, legal, and financial history. If an applicant is not eligible for accelerated underwriting, they will enter into the traditional fully underwritten process and a medical exam will be ordered.
Click here to access the Individual Policy Underwriting Guide.
pg. 1 - Age & amount requirements
pg. 13 - Eligibility criteria
eApply Video Breakdown: The Basics of eApply
Basic Videos 1 - 6
Basic Videos 1 - 6
- Selecting the correct application
- HIPAA authorization and Main Application Details
- Signature and Authorization
- Health and Lifestyle Questionnaire
- Underwriting Consideration Attention
- Paramedical Scheduling
Accel UW/Non-Med App: Select this option to complete accelerated, juvenile, and non-medical cases. Non-medical cases can also be submitted via paper application if necessary.
Accelerated UW can only be submitted electronically through eApply. Paper applications will not be accepted.
There are TWO parts to the Accel UW/Non-Med application. The first part includes collecting general details and a HIPPA signature. Once this is completed, you will need to go back into the application to finalize the second part which includes additional key underwriting questions.
Life-Trad/EZ App App: Used for tele-underwriting and traditional underwriting applications. If your client has a health condition listed in the ratable conditions section of the underwriting guide (pg. 13), please use this e-application instead of the accelerated underwriting e-application.
Paper applications are rarely needed, but when required, please follow the protocol provided here for a straightforward process.
Step 01: Download State Specific Paper Application
Navigate to the Product Portfolio on the Producer Workbench's top red menu bar, then access Forms & Applications using the dropdown menu below.
Choose "New Business" from the Business Area box. This will automatically select "Application Kits" in the Form Type.
Next, select the State of Jurisdiction, Product Line, and Product Name.
Click the Add Selection button first, followed by the Search button.
This process will display all the necessary documents for that state and product, with the items already checked. Proceed to click download.
Step 02: Collect Docusign Signature & Certificate of Completion
After completing the application (which can be done in any program, including Docusign), ensure all required signatures are provided by yourself, the agent, and the client within Docusign. Download the signed application along with a copy of the Docusign certificate of completion.
Submit the application using the paper upload button within the e-apply software. For confirmation of receipt, it is advisable to send a follow-up email to Kelly Micek (contact details provided below).
If you have any questions regarding applications, please reach out to Kelly Micek at Ameritas Wealth Advisors.
Kelly Micek
(402) 423-4022 ext. 215
kelly@ameritasfc.net
CC on all emails:
stevesuhr@ameritasfc.net
Steps to Follow:
1. Log into Ameritas Producer Workbench:
- Locate the envelope icon in the top right corner and click on it to access the secure email system.
2. Access Attachments:
- Open the relevant email and find the attachments at the bottom.
- Combine the PDF files in the message and download them as a single file. Do not download them one by one.
3. Log into DocuSign:
- Add all necessary recipients. Ensure everyone who needs to sign is included, such as yourself (the agent), joint owners, or different owners and insured individuals.
4. Check for Required Signatures:
- Go through the document page by page to ensure no required signatures are missed. Accuracy is important.
5. Watch the Tutorial Video:
- Watch the video above to see Brandon demonstrate how to apply signature requests to the delivery requirements packet.
6. Send DocuSign Request:
- After sending the DocuSign request, call your client to inform them it's in their inbox and guide them through the signing process.
7. Download and Send Completed Documents:
- Once everything is signed, download the final packet from DocuSign, including the DocuSign Certificate of Completion (this is very important).
- Send all finished documents to our agency's Policy Delivery contact at Ameritas. Check the Ameritas support page in Levelup for the contact information.
After the policy is issued and you are paid, Ameritas will upload a copy of the policy and delivery requirements into the secure email system within the Ameritas agent portal. Completing these delivery requirements accurately is crucial.
Ameritas is in the process of launching a new agent dashboard, which will include a Varicent commission platform. Please use the link below to log into Varicent, using the credentials emailed to you directly from Varicent. If you did not receive login credentials, please reach out to Nancy Peters at NPeters@ameritas.com.
Below is a training link that is a high-level walkthrough of the new compensation system.
If you encounter any difficulties accessing or navigating Varicent, please don't hesitate to contact Nancy Peters at NPeters@ameritas.com. When reaching out to Nancy, kindly provide your Ameritas agent number along with any relevant screenshots or a Loom video recording showcasing the issues you're experiencing. Your assistance will help us resolve any issues promptly.
If you have any questions regarding commissions, please reach out to Kelly Micek at Ameritas Wealth Advisors.
Kelly Micek
(402) 423-4022 ext. 215
kelly@ameritasfc.net
CC on all emails:
stevesuhr@ameritasfc.net
Download commission calendar
