You are on page 1of 19

SwiftApp Administrator User Guide

Simplied mobile solution tailored to the life insurance producer!

Instructional process guide for installation, deployment and delivery

Mobile Insurance Solutions

13601 W. McMillian Rd. Ste. 102-328 | Boise, ID 83713

Phone: 208-319-3370

Contents
Welcome to SwiftApp
3
Heres how it works:
3
Initial SwiftApp Registration:
4
Getting Started:
4
BGA Quick Form Registration:
5
Administrator Login:
6
Home:

6
Administrator Views:
7
Create a SwiftApp: 7
My Profile:
7
SwiftApp History: 8
New Agent Registrations: 8
Email Preferences:
9
Create Push Notification:
9
Carriers:
10
Disengaged Agents:
11
Update Agency Code:
11
Producer Views:
12
Agent Web Version Login:
12
Producer Web Version Quoting Process:
13
Create a Web Verson Quote:
13
SwiftApp Web Version Quote Engine:
13
Consumer Web Version Details:
14
Web Version Success Notification:
14
Miscellaneous Web Version Pages:
15
My Profile:
15
SwiftApp History:
15
Mobile Version of Producer Quoting Process:
16
Agent Login:
16
Create a Mobile Quote:
16
Quote Results:
16
Email Quote Review:
16
Mobile Application:
17
SwiftApp Submitted:
17
Notification and Application:
18
Frequently Asked Questions:
19
Quick Form:
Mobile Insurance Solutions


13601 W. McMillian Rd. Ste. 102-328 | Boise, ID 83713

20

Phone: 208-319-3370

Welcome to SwiftApp
Your road to a life insurance application submission process just got easier.
Welcome to SwiftApp by Mobile Insurance Solutions.
This program will allow you to run a quote on a mobile application and well
handle the rest Quick, Easy, and Efficient!
SwiftApp provides registered producers the ability to quickly quote and
initiate an application anytime, anywhere! With just a few quick and standard
profile questions about your client, youre on to your next sale, knowing that
your business will be processed quickly and efficiently. Once an application is
100% completed and in good order the agent is notified.
Save time and expense in streamlining the process of case management and
processing!

13601 W. McMillian Rd
Ste. 102-328
Boise ID 83713
Phone: 208-319-3370
Fax: 208-629-4677
Email: mikeb@swiftapp.biz

Heres how it works:

Agent runs a quote on a mobile app, laptop or desktop. SwiftApp returns all
applicable opportunities needed to fit the clients need and producer selects
the best option.
The application process is handled internally by a professional Life Insurance
Application Processing center, hosted by licensed life insurance agents.
The paramed and lab slips are ordered and paired up with the processed In
Good Order application.
The package is completed and the agent is notified when an applications is
100% completed and ready for submission; thus saving the producer valuable time to move on to their next sale!

Mobile Insurance Solutions

13601 W. McMillian Rd. Ste. 102-328 | Boise, ID 83713

Phone: 208-319-3370

Initial SwiftApp Registration:


Getting Started:
Visit www.swiftapp.biz or the app store to download your preferred platform version of the SwiftApp software.
Once downloaded to your device, agents will be directed to a welcome screen for an initial, one-time registration.

To begin registration, enter the


following data and a producer will
receive this Thank you for registering prompt, and an email with
instructions on how to complete the
producer registration.
SwiftApp Registration:
There will be a small series of questions to complete your registration.
Any registering producer will be
required to enter an Agency code*
under which they are writing
business.
*This code will be provided to your
producers for allocation to your
BGA

Mobile Insurance Solutions

13601 W. McMillian Rd. Ste. 102-328 | Boise, ID 83713

Phone: 208-319-3370

BGA Quick Form Registration:


This form is required by the BGA to our offices to set up the Partner File with SwiftApp.
This form in coordination with a signed User Agreement, HIPPA form and check or money order made payable to
Mobile Insurance Solutions must be received before a Partner File will be established
PoweredBy

New Agency Request Form


Please fill out the following information and send to Superior at mktqueue@smminsurance.com
Date:

AGENCY NAME
Agency Name:
Monthly Projected Ticket Volume:
Existing Customer of SMIS: Y/N

WORKFLOW Contd:
FRONT END:
_____

Mobile Application

_____ WebSite

____ Other Please list ______________________________________________________________________

TICKET CARRIER INFORMATION


_____ American General

_____ Mutual of Omaha

_____ LGA/Banner

_____ Transamerica

_____ Genworth

_____ Protective

_____ VOYA

_____ SBLI

_____ Lincoln Financial Group

_____ Symetra

_____ American National

Revised9/25/14KG

Mobile Insurance Solutions

13601 W. McMillian Rd. Ste. 102-328 | Boise, ID 83713

Phone: 208-319-3370

Administrator Login:
Once youve completed the initial registration process, each time an Administrator or agent returns to the SwiftApp
swiftapp.mobileinsurancesolutions.net, they will be automatically routed to the login page. Based on Username and
Password entered, certain privileges will be available to the login. The following is a copy of the toolbar options and
the functions that will be accessible to the administrator.

Home

Mobile Insurance Solutions

13601 W. McMillian Rd. Ste. 102-328 | Boise, ID 83713

Phone: 208-319-3370

Administrator Views:
Create a SwiftApp:

My Profile:

Mobile Insurance Solutions

13601 W. McMillian Rd. Ste. 102-328 | Boise, ID 83713

Phone: 208-319-3370

SwiftApp History:

New Agent Registrations:

Mobile Insurance Solutions

13601 W. McMillian Rd. Ste. 102-328 | Boise, ID 83713

Phone: 208-319-3370

Email Preferences:

Create Push Notification:

Mobile Insurance Solutions

13601 W. McMillian Rd. Ste. 102-328 | Boise, ID 83713

Phone: 208-319-3370

Carriers:

Mobile Insurance Solutions

13601 W. McMillian Rd. Ste. 102-328 | Boise, ID 83713

Phone: 208-319-3370

Disengaged Agents:

Update Agency Code:

Mobile Insurance Solutions

13601 W. McMillian Rd. Ste. 102-328 | Boise, ID 83713

Phone: 208-319-3370

Producer Views:
Agent Web Version Login:
Once youve completed the initial registration process, each time you return to SwiftApp swiftapp.biz, you will be
automatically routed to the login page.

The following is a copy of the toolbar options and the functions that will be accessible to the producer when using
the web version.

Mobile Insurance Solutions

13601 W. McMillian Rd. Ste. 102-328 | Boise, ID 83713

Phone: 208-319-3370

Producer Web Version Quoting Process:


1.Create a Web Version Quote:
The producer enters the following client information into the Quote Form which will automatically
generate a price comparison grid.

2. SwiftApp Web Version Quote Engine:


The quote engine returns all applicable options to t the clients specic needs, and chooses which option is
most appropriate by selecting next to the applicable product.

Mobile Insurance Solutions

13601 W. McMillian Rd. Ste. 102-328 | Boise, ID 83713

Phone: 208-319-3370

3. Consumer Web Version Details:


8-10 basic questions gets the procedure started towards the fulfillment process.

4. Web Version Success notification will appear

Mobile Insurance Solutions

13601 W. McMillian Rd. Ste. 102-328 | Boise, ID 83713

Phone: 208-319-3370

Miscellaneous Web Version Pages:


My Profile:

SwiftApp History:

Mobile Insurance Solutions

13601 W. McMillian Rd. Ste. 102-328 | Boise, ID 83713

Phone: 208-319-3370

Mobile Version of Producer Quoting Process:


Agent Login:

Quote Results:

Mobile Insurance Solutions

Create a Mobile Quote:

Email Quote Review:

13601 W. McMillian Rd. Ste. 102-328 | Boise, ID 83713

Phone: 208-319-3370

Mobile Application:

Mobile Insurance Solutions

SwiftApp Submitted:

13601 W. McMillian Rd. Ste. 102-328 | Boise, ID 83713

Phone: 208-319-3370

Notification and Application:


As a producer, your roll is nished and youre able to work your next big deal!
Once the application is submitted, there is a four step process which is immediately triggered.
The BGA will receive notication that a detailed quote has been submitted by an agent. (This notication can
be turned on/off at BGAs discretion.)
The producer will receive an email notifying him/her with a receipt of the quote submission.

Greetings,
The following application was requested: Agent:
mragent@theagentgroup.com Client: John Doe
Carrier: American General Life Insurance Company
Face Amount: $600,000.00
Product: Secure Lifetime GUL II - to age 121 Underwriting Class:

The client prole and quote data is sent to fulllment where the SwiftApp Life Insurance professionals will proceed by contacting your client
to complete the full application and order any
necessary underwriting requirement to process
and return your application in 100% In Good
Order format.
Your client will receive an email explaining
what to expect next as our team begins the
application fulllment process.

Mobile Insurance Solutions

13601 W. McMillian Rd. Ste. 102-328 | Boise, ID 83713

Phone: 208-319-3370

Frequently Asked Questions:


Q: Do I need to register every time I want to check a quote?
A: No. after your initial registration, each time you log into SwiftApp going forward you will launch at the login
screen.
Q: Where do I nd the Agency Code?
A: Contact your BGA/GA as each code is specic to their agency.
Q: Are all carriers available to me in the SwiftApp?
A: The quoting mechanism hosts all the top companies in Term Life Insurance. However, not every carrier is on the
SwiftApp platform. If you should nd a carrier who is not on the platform or whose face amount isnt large enough
to justify use of the Swiftapp processing tool, you will complete an application in the same fash- ion as before. The
BGA/GA will be able to select which carriers to approve in the SwiftApp application. Only these vendors will
show as available quote options.
Contact your GA if one of your frequently used vendors is not

accessible on the SwiftApp platform.

Q: I tried to submit a SwiftApp based o of a quote, however I do not see the Swiftapp submission option. Why is
this?
A: With particular carriers, if the face value of the application is $250,000 or less SwiftApp may not a viable option
for this application; you will need to proceed with completing the application, same as you did prior to SwiftApp.
Q: What happens after I submit a quote option for my client?
A: There are 4 actions that are immediately triggered. First, the BGA/GA will receive notication of the submission. Second, the agent will receive an email re- ceipt of submission. Third, quote data is sent to fulllment to begin
the processing cycle. Finally the client will also receive an email with instructions on What to expect next.

Mobile Insurance Solutions

13601 W. McMillian Rd. Ste. 102-328 | Boise, ID 83713

Phone: 208-319-3370

You might also like