Professional Documents
Culture Documents
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
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!
Phone: 208-319-3370
Phone: 208-319-3370
AGENCY NAME
Agency Name:
Monthly Projected Ticket Volume:
Existing Customer of SMIS: Y/N
WORKFLOW Contd:
FRONT END:
_____
Mobile Application
_____ WebSite
_____ LGA/Banner
_____ Transamerica
_____ Genworth
_____ Protective
_____ VOYA
_____ SBLI
_____ Symetra
Revised9/25/14KG
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
Phone: 208-319-3370
Administrator Views:
Create a SwiftApp:
My Profile:
Phone: 208-319-3370
SwiftApp History:
Phone: 208-319-3370
Email Preferences:
Phone: 208-319-3370
Carriers:
Phone: 208-319-3370
Disengaged Agents:
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.
Phone: 208-319-3370
Phone: 208-319-3370
Phone: 208-319-3370
SwiftApp History:
Phone: 208-319-3370
Quote Results:
Phone: 208-319-3370
Mobile Application:
SwiftApp Submitted:
Phone: 208-319-3370
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.
Phone: 208-319-3370
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.
Phone: 208-319-3370