Drop Tickets allow Agents to submit applications electronically. They do not require a client’s signature to be started. Meaning – you can visit with the client over the phone and submit the application on their behalf without having to see them in person or collect a paper application. Drop Tickets can reduce turnaround time by up to 50%.
Drop Tickets
Drop Tickets are an abbreviated online app where the Carrier’s Call Center will call the client and complete the application. Drop Tickets can be submitted two (2) ways:
- Carrier Direct Link
- Paper Drop Tickets
Drop Tickets – Carrier Direct Links
The following have Drop Tickets using “Carrier Direct Links”:
· American General – Quick Ticket
· Banner – App Assist
· Lincoln Financial – E-Ticket
· Principal – Drop Ticket
· Protective – EZ App
Drop Tickets – Paper Drop Tickets
The following carriers have Drop Tickets using “Paper Tickets”:
· John Hancock – Click Here
· Prudential – Click Here
Important Notes
· If you do not have an Agent Number please use your Social Security Number
· Managing Agency Name – CPS-Reliable Financial Group
· Case Manager is – Lisa Skaw – lisa@cps-reliable.com
Important Carrier Notes
· Protective – Must Click on Quote and Submit Business to start Drop Ticket
· Banner – Click On Request For Life Insurance Interview
· Banner – Select Exam One for Paramedical Company.