Your Digital Term Insurance Platform

10/21/2020

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YOUR DIGITAL TERM
INSURANCE PLATFORM

Multi-Carrier, digital (paperless), mobile-enabled, drop ticket platform with products in all states

Easy and intuitive
Drislane and Mastroianni Brokerage

➢ Grow your practice with cutting edge technology that simplifies term insurance applications once you have a purchase decision– a 5-minute interview with your client and then you’re on to the next sale
➢ One system for a single launch pad to multiple carriers and multiple quotes
➢ Platform can be accessed through a PC, tablet or smart phone securely to start an application
➢ Application Part I (and/or Part II) completed over the phone by trained Call Center representatives
➢ No paper forms necessary
➢ Signed by client over the phone or e-signature
➢ Convenient for your clients –they select the best time for the Call Center to contact them
➢ Email notification that ticket has been received

Our digital drop ticket platform is the fastest route to an underwriter when a purchase decision is made. We currently have the following carriers on our platform, with more to come:

With our Drop Ticket platform, you create and submit in good order a term life insurance application (like “dropping a ticket” when purchasing other financial products) with 3 simple steps – a 5-minute interview/20-minute call/paramed exam process:

Step 1 – You create the order for life insurance – A 5-minute interview with your client that starts with a quote on a tablet, PC or smartphone

Step 2 - Application Part I (and/or Part II) completed over the phone by a Fulfillment Call Center with your client – a 20-minute phone call at a time convenient for the client because they choose when they want it to happen

Step 3 – Paramed exam or medical phone interview

Additional Benefits:

State-specific forms – our platform chooses the right forms every time
No chasing signatures – signed over the phone or electronically with e-signature
No need to visit multiple carrier websites to determine best price. You can obtain multiple quotes all in one place
Same quality products that are available by completing the long burdensome paper application process
Multiple term options – 10-year, 20-year, 30-year, etc., up to 40 years (limited GUL products are also available)
Trained Call Center staff keeps the process on track
Some products have conversion privileges to permanent life insurance
Access on a PC, smart phone or tablet, securely from the cloud with automatic updates – no outdated or wrong forms. Ideal for point-of-sale situations
Eliminate processing delays typically experienced with paper applications
Significantly reduce or eliminate “Not in Good Order” applications that take up your time and delay issue – drop ticket prevents incomplete applications
Policies could be sent to you or to the client electronically
Online reporting – track just as you would a paper application
Makes your success and profitability a priority
AND… getting you started is fast and easy!

Contact Us TODAY for More Information!

Phone 800-227-1258

Direct Phone Extensions and Contact Numbers:

Amy Mastroianni: 781-437-4340

Elizabeth Herlihy: 781-437-4337

Rick Drislane: 781-437-4344

E-mail: [email protected] or elizabeth@dandmbrokerage.com
or [email protected]

Website: www.dandmbrokerage.com

For agent/broker use only. Not for use with the general public.
* Clients age 50 and over who do not have routine wellness care are not suited for SBLI accelerated underwriting and are
likely to be declined.

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