All About Applications
This platform must be accessed via Equinet and allows advisors to apply for all individual insurance products.
What is EZcomplete?
This secure online application is accessible only after logging into EquiNet.
What is EZcomplete?
Advisors can opt in to receive these when they submit an EZcomplete application.
What are text message notifications?
This must be assigned by the advisor for each signer in remote signing scenarios
What is a 4-digit security code?
This determines whether the person buying the policy has a valid reason to insure the life of another.
What is insurable interest?
This method of submitting an EZcomplete application is preferred over faxing.
What is EZ Upload?
This feature allows advisors to duplicate an existing application with similar client information.
What is Clone Application?
Once submitted, applications remain available on EZcomplete for this many business days
What is 28 business days?
This payment method can be used for Mastercard Debit payments.
What is credit card?
This system will show jointly owned UW Pro policies in short form, such as “J.Chen S.Li.”
What is Ingenium?
If an EZcomplete application is deleted from the dashboard, it can only be recovered within this time frame.
What is 10 days?
Advisors have this many days to complete and generate an application for signatures before it is auto-deleted.
What is 90 days?
This report can be partially saved and optionally reviewed by a supervisor before submission.
What is the Advisor Report?
If the payment mode is annual, this fraction of the annual premium is charged initially.
What is 1/12th?
If a medical provider has a foreign address, this workaround must be used in EZcomplete.
What is enter the client’s address in the provider field and note the correct address in the advisor notes?
This form was rebranded in December 2024 and is used for Life and CI Insurance applications.
What is Form 350?
This type of insurance requires all health questions to be answered “No” to qualify.
What is Temporary Life Insurance?
This feature allows advisors to practice using EZcomplete without affecting real applications.
What is the EZcomplete Sandbox?
This step allows advisors to upload supporting documents before finalizing the application.
What is Submit Application?
This type of policy requires a sales illustration to be attached to the application.
What is Whole Life or Universal Life?
Advisors can request paper applications from their MGA using this supply request form.
What is Form 1390?
If a signer enters the wrong security code too many times, this action must be taken by the advisor.
What is unlocking the signer or resetting the security code?
This must be entered correctly the first time an advisor uses EZcomplete to ensure MGAs are notified of submitted applications.
What is the MGA email address?
Once submitted, applications remain downloadable from EZcomplete for this many business days.
What is 28 business days?
This section of the application includes Temporary Insurance Agreement (TIA) and Temporary Critical Illness Insurance details.
What are Sections 19, 21, and 22?