Agent Guide | Hospital Indemnity Select
ManhattanLife
Submitting Paper Applications As stated above, we always suggest submitting applications through ManhattanDirect, as we have found processing times are generally quicker. We do, however, understand there may be times when this simply isn’t possible. In the event a paper application has to be submitted, the agent needs to complete the application with the applicant actively engaged throughout the process. The agent can either be at the same physical location as the applicant/owner, or the application can be processed over the phone. Regardless of how the application process takes place, both the applicant/owner and the agent must physically sign the document. Therefore, if the application is completed over the phone, the agent must fax or send the application to the applicant/owner to obtain their signature before submitting it to ManhattanLife for processing. Below are options for getting paper applications to ManhattanLife for processing. • Easy Upload – see below • Fax – 1-713-481-8216 Attention: New Business • Mail – P.O. Box 924408 Houston, TX 77292 OR Overnight/Specialty Mail: 10777 Northwest Freeway, STE 600 Houston, TX 77092 Easy Upload Feature The Easy Upload tool can be used to upload applications rather than mailing or faxing them. Please note that currently Easy Upload will only accept PDF files. Therefore, the application must be scanned and converted to a PDF to be attached. There are step- by-step instructions located in the “Help” section found to the left of the Easy Upload area within the Agent Resource Center. URL: https://producer.manhattanlife.com/life/account/login.aspx?AsAgent Required Application Information If an application is submitted with incomplete, unclear, or missing information critical to the risk evaluation process, a new application may be required, or an amendment to the application will be issued. Critical information includes, but is not limited to: • Complete residential address
• Date of birth • Plan selection • Correct premium • Bank draft date/Policy effective date • Eligibility questions • Applicant’s signature (Mother’s Maiden Name electronic applications only) • Agent’s signature • Agent Number
AGT-HIS 0824
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