1 PAGE APPLICATION
The average life insurance application is 17 pages, which is why TBA created an easy 1 Page submission process to save you time and make the process easier for your client as well. Review the life of a 1 Page App document to see every step in the process and what you and your client can expect through the process.
1PAGE APP
NEXT STEPS
1
REQUEST A QUOTE
Request a quote from TBA or run one for yourself online. Review the options with your client to determine the product and company that fits best with your client’s needs.
2
SUBMIT THE 1 PAGE APPLICATION
Use the fillable PDF to record the necessary information from your client and email to apps@tba.com or fill out the fillable online 1 Page Application* form. *For applications $100,000 and over only.
3
TBA COMPLETES THE PROCESS
Either the carrier or a TBA representative will contact your client to complete the application process. Signatures, payment of the premium, and delivery of the policy will typically be done electronically as well.
1 PAGE APPLICATION
LIFE OF A 1 PAGE APP
