Agent Guide | Short Term Care
ManhattanLife
Required Application Information Whenever possible we highly recommend utilizing our ManhattanDirect 2.0 enrollment platform, as paper submissions often have undue delays. 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 • Eligibility questions • Applicant’s signature • Agent’s signature • Agent Number Top Reasons for Application Delays • The application is received at the administrative office more than 30 days from the signature date, or if the signature date is in the future. • Pending Agent Appointment. ManhattanLife practices “Just in Time” appointments and processing of applications. What does this mean? This means that we will not run a background check and solidify appointments until your 1st piece of business is submitted. This could result in a 24-48 hr delay for this initial deal, so please keep that in mind. • Signature stamps are not allowed on applications. Please ensure a physical signature is captured. • Date of birth • Plan selection • Correct Premium • Bank draft date/Policy effective date • If the amount quoted on the application is less than the modal premium we calculate, we will contact the agent to verify that it is acceptable to process the bank draft for the amount that we have calculated. We will amend the modal premium. • Provide all medication information and history. • Information listed on application does not align with Personal Health Interview (PHI).
9
AGT-STC 0125
Made with FlippingBook. PDF to flipbook with ease