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.
Payment
Portal Status
What does this mean?
What actions can you take?
Submitted for Future Issuance
This policy is set to start and be issued at a future date. All the requirements are complete and on the future date, the premium will be collected and policy will be issued.
Make sure your client has sufficient funds in their bank account or credit card on the date the policy is set to be issued.
Future Dated Issuance Failed
The initial premium payment has failed.
Contact your client and help them update their billing information so the policy can be issued.
Inactive Applications
Portal Status
What does this mean?
What actions can you take?
Closed
The application was closed for an administrative reason. For example, if there was a duplicate application or some error that required you to restart.
Contact your client and check to see if they are still interested. If so, start a new application for them!
Invalid Application
This policy was canceled due to an invalid or fraudulent application.
H elp the client fi nd new coverage.
P olic y U nissued
The policy was unissued. This is typically due to a payment failure or because you or your client requested a change on their policy.
Contact your client to log back into E thos. They will either need to update their payment method and / or complete an e - signature to re - issue the policy. for more about our underwriting guidelines and knockout conditions. Field Underwriting Guide Please see our
Declined
U nfortunately, we are unable to o ff er coverage to your client.
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agents @ getethos.com
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