Kait Wendehorst

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Activity overview

Latest activity by Kait Wendehorst
  • Kait Wendehorst created an article,

    When does an approved policy show up on the SBLI Agent Website?

    If the agent has the policy number, the SBLI team can look up the case immediately. Cases appear in business summary the next day and are uploaded nightly at 11pm EST.You can view the policy throug...

  • Kait Wendehorst created an article,

    How does the e-policy delivery process work?

    After the agent and client have completed the signature process, the client will receive an email fromSBLI to register on my.sbli.com. Once registered, the client has the ability to view and downlo...

  • Kait Wendehorst created an article,

    Is there a mobile quoting tool?

    Your e-app link and agent platform will work from your mobile phone.

  • Kait Wendehorst created an article,

    MIB Report Decline

    On an MIB report, it does not state the decision of an application. However, there are certain detailsof the application that will be disclosed to the MIB. So, if a client indicates a certain healt...

  • Kait Wendehorst created an article,

    MIB Hold Dispute

    SBLI cannot reconsider an application unless the MIB report contains incorrect information thathas been corrected with MIB. If you believe the report is inaccurate and wish to pursue a correction,p...

  • Kait Wendehorst created an article,

    MIB Hold - What does that mean? Does this decision get reported to MIB?

    If your client completes underwriting questions and submits consent to be underwritten, a requestfor information is sent to MIB. If there is a match that is significant enough, then no decision is m...

  • Kait Wendehorst created an article,

    What EasyTrak riders are available?

    These include a set of automatic riders/services at no additional cost - charitable giving , accelerateddeath benefit rider, unemployment waiver of premium, LegacyShield and optional riders includin...

  • Kait Wendehorst created an article,

    Is there advance commission available for the EasyTrak product?

    Yes! Commissions are paid on an annualized basis as a 75% advance, daily (business days only)via Electronic Funds Transfer (EFT) on settled business to each agent’s bank account. Advancecommission ...

  • Kait Wendehorst created an article,

    Why Can I Not Proceed Past the Agent Info Screen When Completing the SBLI Application?

    If you are unable to move past the agent info screen, it is likely because: You attempted to write business in a pre-appointment state where you are not appointed. SBLI uses Just-In-Time (JIT) cont...

  • Kait Wendehorst created an article,

    How can I split commissions with my upline/downline?

    On the Agent Information page of the e-application, you will be able to add up to two additionalagents. The split must be in full percentage points equaling 100%.You will need to know the split age...