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Digital Tools

Our innovative processes include AppAssist, eDelivery, eDocuments... helping you and your clients save both time and money. 

We've introduced innovative business processes and tools into the insurance market for decades. Now, we're on a journey to accelerate our digital capabilities to make the process of buying and selling life insurance better for our customers and partners. Here are some of the ways we save agents and their clients time - and money:

  • AppAssist tele-app service takes on application fulfillment and all requirements over the phone
  • eDelivery for flexible, electronic delivery of policies to you and your client
  • eDocument uploader - the digital way to send policy documents from your agency

Digital-solution

Take advantage of our digital processes. It's a win-win-win. Save time and money while giving your clients the experience they deserve.

 

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Our streamlined, digital processes leave you more time for marketing, finding new clients, and matching their needs with the right amount of coverage. 

 

Simply drop a ticket — we’ll take it from there with AppAssist

The AppAssist tele-application program improves the life application process for advisors and customers. Advisors drop a ticket, and our experienced, in-house team takes over the administrative burden of application fulfillment and case management. 

Call-Center

Great Service

Customers can ask questions during the application interview performed over the phone by experienced, in-house professional staff.

At A Glance

Speed-efficiency

Faster Process

The interview is typically completed within 48 hours of ticket receipt and voice signature speeds up the cycle time by three weeks.

Process Flowchart

Fact Sheet

Reach-The-Top

Added Convenience

Interviews are scheduled at the customer’s convenience and a paramedical exam, if needed, can be scheduled at the end of the call.

Prep Your Client

Delivering policies is fast, easy and free with eDelivery.

Let our flexible and award-winning eDelivery solution deliver life insurance policies electronically to your clients.

Thanks to our partnership with DocuSign® and PayPal®, LGA’s award-winning eDelivery solution sends policies electronically to your clients, allowing them to e-sign and pay first premiums online. In addition, eDelivery is:

Fast: Cycle time is reduced by more than 17 days, and 22% of eDelivered policies are completed within one day.

Easy: Applicants opt-in via voice signature, or with paper applications, by signing the eDelivery Authorization form; they can pay their first premium online via PayPal, credit card or bank draft.

Free: No cost to start using eDelivery. Reduce or eliminate mailing costs for your agency.

Complete: LGA collects all documents necessary to place the case, including payment, in good order. Clients can download and save signed policies.

Need more speed?

Upload policy documents and submit imaged checks with eDocuments and Check21

Our eDocuments solution is a free document uploader tool that will save your agency time and money. Every agency contracted at the BGA level can upload PDFs or scanned documents directly to Legal & General America via our Partner Dashboard. We also accept images from ExamOne and PaperClip, but for those of you who prefer a no-cost direct solution, eDocuments is for you.

eDocuments Advantages:

It's easy. A few desktop steps is all it takes
It's free. Eliminates postage costs and vendor fees.
It's better. Better than email. Better than faxing. Doc upload puts your document in our queue immediately.

Visit our Partner Dashboard to drop a ticket