Client Status Cheat Sheet

for Agents

Licensed life agents only. Agents are required to act within the scope of their license. Commissions are payable to licensed life insurance agents only. Do not distribute.

Portal Status

What does this mean?

What actions can you take?

We have requested an EHR for your client from one of our underwriting data providers. Once we receive this information, we will review your client’s application and provide an update. This usually takes 8–10 business days. We have received the EHR (Electronic Health Record) for your client and are reviewing the information. This usually takes 2–3 business days, after which we will provide an update. Our underwriting team has reviewed your client’s EHR (Electronic Health Record) details. I f no further underwriting requirements are needed, we will usually provide a decision within a couple of business days. We have requested an APS ( A ttending P hysician S tatement) for your client from one of our underwriting partners. Once we receive this information, we will review your client’s application and provide an update. This usually takes 20 business days. We have received your client’s APS ( A ttending P hysician S tatement) and are reviewing the information. This usually takes 2–3 business days, after which we will provide an update. Our underwriting team has reviewed your client’s APS ( A ttending P hysician S tatement). I f no further underwriting requirements are needed, we will usually provide a decision within a couple of business days.

Electronic Health Record (EHR) requested; no action required

No further action is needed from you or your client.

EHR pending review; no action required

No further action is needed from you or your client.

EHR completed; no action required

No further action is needed from you or your client.

A ttending P h y sician S tatement ( APS ) requested; no action required

No further action is needed from you or your client.

APS pending review; no action required

No further action is needed from you or your client.

APS completed; no action required

No further action is needed from you or your client.

We have received your client’s authori z ation and have sent this to the medical facility.

APS authori z ation received; no action required

No further action is needed from you or your client.

Once we receive your client’s APS ( A ttending P hysician S tatement), we will review it and provide an update.

We have received your client’s APS ( A ttending P hysician S tatement) and are reviewing the information. This usually takes 2–3 business days, after which we will provide an update. Our underwriting team has reviewed your client’s APS ( A ttending P hysician S tatement). I f no further underwriting requirements are needed, we will usually provide a decision within a couple of business days.

APS pending review; no action required

No further action is needed from you or your client.

APS completed; no action required

No further action is needed from you or your client.

agents @ getethos.com

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