Client Self-Enrollment
5. After clicking the “ Review ” button, you are directed to a page with all policies that your clients enrolled into ( See B on slide 8 ). The applications that need approval will have a red exclamation point ( ! )in the Completed column. 6. Click on the “ Load/View ” button, to load the applicant’s completed enrollment information. 7. Next, if you click on the grey “ Agent ” tab on the right ( See C on slide 8 ), this should be the ONLY grey tab, if any other tabs are grey then the enrollment information is NOT complete. 8. Confirm your agent number is correct. Click “ Verify ” to ensure all information is correct. Click the “ Next ” button twice. Click “ Submit Application ”. 9. You will receive a verification email within 15 minutes if the application has been received by home office. If you do not receive this email, reach out to New Business: (800) 669-9030.
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