Informal Application
An informal application includes a HIPPA compliant authorization for release of medical records. The informal application process allows underwriters to review your clients medical history informally so you can be sure how to proceed.
Policy Authorization
Use this form to request inforce policy information or illustrations when you are not the writing/servicing agent of the contract.
Change of Agent Request
Use this form to request a change/addition of servicing agent on an existing insurance policy.