Kait Wendehorst

An RTM stands for Response to Memo and is a request for additional information from the client (ie the name and phone number for a specialist that was referenced by their primary care provider).You...

To service a policy that is currently in force, you or the client would need to contact SBLI directly.Advise the client to use the my.SBLI.com Portal or call SBLI customer service at 1-800-694-7254...

Go into Application Manager and review the Workboard tab for any outstanding Licensing requirements and information. Hover over a card for additional details. If a Licensing card is pending, go to ...

There truly is no exam. We use automated engines to review the build, MIB reports, medications,motor vehicle records and other information to assist in the automated underwriting decision.

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...

There are four payment modes: monthly, quarterly, semi-annual and annual. You may need to reach out to the carrier to change the payment mode once the policy is active.

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 ...

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

Yes. There is a pre-screening process to review the prospective client’s eligibility for the SBLI EasyTrakDigital Term product through Navigator.If the client has a knock-out condition, then you wi...

Clients can print the policy from their self-service portal, or agents can print it via the SBLIAgent Portal.