{"id":39,"date":"2014-07-01T07:08:58","date_gmt":"2014-07-01T07:08:58","guid":{"rendered":"http:\/\/www.ocbis.com\/?page_id=39"},"modified":"2019-10-11T21:43:45","modified_gmt":"2019-10-11T21:43:45","slug":"new-business","status":"publish","type":"page","link":"https:\/\/www.ocbis.com\/index.php\/new-business\/","title":{"rendered":"New Business"},"content":{"rendered":"<div style=\"width: 70%; float: left; padding-left: 20px;\">\n<p><strong style=\"color: #822e1b; font: 13px\/20px 'Verdana'; font-weight: bold;\">IGO Available for Term for the following carriers:<\/strong><\/p>\n<ul>\n<li>Assurity-Nonmed-term<\/li>\n<li>Prudential<\/li>\n<li>Transamerica<\/li>\n<li>Minnesota Life<\/li>\n<li>North American<\/li>\n<li>United of Omaha<\/li>\n<li>Lincoln National Life<\/li>\n<\/ul>\n<p><strong style=\"color: #822e1b;\">IGO Available for UL Products for the following carriers:<\/strong><\/p>\n<ul>\n<li>Prudential<\/li>\n<li>North American \u2013 GUL only no Index products available<\/li>\n<\/ul>\n<\/div>\n<p><span class=\"tip-title\">New Processing Tips<\/span><\/p>\n<ul>\n<li>Reviewing applications thoroughly before submitting can potentially decrease overall underwriting time. Please make sure all agent and client signatures are present and all questions are answered on the application as well as the Agent&#8217;s Report.<\/li>\n<li>Please make sure vital information is not missing from applications such as: payment mode, face amount, term length and class applied for.<\/li>\n<li>Encourage your clients to schedule their exams sooner than later. If we are ordering the exam, feel free to pre-set an appointment with your client and I will get it covered.<\/li>\n<li><em>Please note the <a href=\"https:\/\/www.ocbis.com\/wp-content\/uploads\/2014\/07\/OCBIS-Exam-Order-Form-5-151.pdf\">OCBIS Exam Order Form 5-15<\/a>\u00a0has been updated to show the plan of insurance. Some carriers have different medical requirements depending on the plan. Please discard any old forms and start using this one immediately.\u00a0<\/em><\/li>\n<li>If you order your own exams, please let us\u00a0know in advance so we\u00a0do not order a duplicate.<\/li>\n<li>Please be advised that the examiner leaves a brochure with the client along with their bar code number so the client may access their lab results online. A lot of companies are no longer mailing labs to clients.<\/li>\n<li>If you have a Quick Quote, please submit it along with the application.<\/li>\n<li>Weekly Case Status &#8211; automatically generated for every case early Wednesday mornings<\/li>\n<\/ul>\n<p><strong><span style=\"text-decoration: underline;\"><a href=\"https:\/\/www.ocbis.com\/wp-content\/uploads\/2014\/07\/OCBIS_New_App_Checklist_12.pdf\" target=\"_blank\" rel=\"noopener\">New Application Checklist<\/a><\/span><\/strong><\/p>\n<p>All new applications to be fax or mailed securely to ocbis 714-550-0869 or emailed to Jessica at <span style=\"text-decoration: underline;\"><strong><a href=\"mailto:jessica@ocbis.com\">jessica@ocbis.com<\/a>.<\/strong><\/span><\/p>\n<p>For any questions regarding IGO or Electronic submission, Please contact Jessica Markworth at 714-550-0159 or email <a href=\"jessica@ocbis.com\"><span style=\"text-decoration: underline;\">jessic<strong>a@ocbis.com<\/strong><\/span><\/a><\/p>\n<ul class=\"bigger bigger02\">\n<li>Tele Under Writing\n<ul class=\"bigger bigger-submenu\">\n<li><strong><span style=\"text-decoration: underline;\"><a href=\"https:\/\/www.ocbis.com\/index.php\/new-business\/tele-under-writing\/bannerlg-appassist\/\">Banner\/L&amp;G AppAssist<\/a><\/span><\/strong><\/li>\n<li><strong><span style=\"text-decoration: underline;\"><a href=\"https:\/\/www.ocbis.com\/index.php\/new-business\/tele-under-writing\/ag-quick-ticket\/\">AG Quick Ticket<\/a><\/span><\/strong><\/li>\n<li><strong><span style=\"text-decoration: underline;\"><a href=\"https:\/\/www.ocbis.com\/index.php\/new-business\/tele-under-writing\/protective-life\/\">Protective EZ-App<\/a><\/span><\/strong><\/li>\n<li>Prudential<\/li>\n<li><strong><span style=\"text-decoration: underline;\"><a href=\"http:\/\/lincolnfinancial.com\/eticket\/ocbis\">Lincoln National Life<\/a><\/span><\/strong><\/li>\n<li>United of Omaha- available through\u00a0Express Complete Only<\/li>\n<li>SBLI- available through Express complete ONLY<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul class=\"bigger bigger02\">\n<li><strong><span style=\"text-decoration: underline;\"><a href=\"https:\/\/www.ocbis.com\/wp-content\/uploads\/2014\/07\/Accelerated-Underwriting-Programs.pdf\">Accelerated Underwriting Programs<\/a><\/span><\/strong><\/li>\n<\/ul>\n<p><a href=\"C:\\Users\\Cristina Garcia\\AppData\\Local\\Microsoft\\Windows\\Temporary Internet Files\\Content.Outlook\\WURSP75R\\ocbis ExpressComplete_login (2).html\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium wp-image-1288\" src=\"https:\/\/www.ocbis.com\/wp-content\/uploads\/2014\/07\/LoginRegister-21-300x217.jpg\" alt=\"LoginRegister (2)\" width=\"300\" height=\"217\" srcset=\"https:\/\/www.ocbis.com\/wp-content\/uploads\/2014\/07\/LoginRegister-21-300x217.jpg 300w, https:\/\/www.ocbis.com\/wp-content\/uploads\/2014\/07\/LoginRegister-21.jpg 330w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p>Take a look at <a href=\"http:\/\/ida.dmplocal.com\/main\/index.php?action=t&amp;tag=this+short+video&amp;id=11865&amp;viewers_email=ryan@ida-national.com&amp;dest=https%3A%2F%2Fida-national.wistia.com%2Fmedias%2Fn0ww1czqfe\">this short video<\/a> to learn more about ExpressComplete from Insurance Designers of America, a member-agency with Insurance Designers of America. And contact us today to get started!<\/p>\n<p><script src=\"\/\/fast.wistia.com\/embed\/medias\/n0ww1czqfe.jsonp\" async=\"\"><\/script><script src=\"\/\/fast.wistia.com\/assets\/external\/E-v1.js\" async=\"\"><\/script><span class=\"wistia_embed wistia_async_n0ww1czqfe popover=true popoverAnimateThumbnail=true\" style=\"display: inline-block; height: 84px; width: 150px;\">\u00a0<\/span><\/p>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/K5z5yrUwklM\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n","protected":false},"excerpt":{"rendered":"<p>IGO Available for Term for the following carriers: Assurity-Nonmed-term Prudential Transamerica Minnesota Life North American United of Omaha Lincoln National Life IGO Available for UL Products for the following carriers: Prudential North American \u2013 GUL only no Index products available New Processing Tips Reviewing applications thoroughly before submitting can potentially decrease overall underwriting time. Please [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"open","ping_status":"open","template":"","meta":{"footnotes":""},"class_list":["post-39","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.ocbis.com\/index.php\/wp-json\/wp\/v2\/pages\/39"}],"collection":[{"href":"https:\/\/www.ocbis.com\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.ocbis.com\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.ocbis.com\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ocbis.com\/index.php\/wp-json\/wp\/v2\/comments?post=39"}],"version-history":[{"count":42,"href":"https:\/\/www.ocbis.com\/index.php\/wp-json\/wp\/v2\/pages\/39\/revisions"}],"predecessor-version":[{"id":2598,"href":"https:\/\/www.ocbis.com\/index.php\/wp-json\/wp\/v2\/pages\/39\/revisions\/2598"}],"wp:attachment":[{"href":"https:\/\/www.ocbis.com\/index.php\/wp-json\/wp\/v2\/media?parent=39"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}