tmk1536 0611 for agent training only; not for sales use licensing, e-docs john sheere director –...

TMK1536 0611 For Agent Training Only; Not for Sales Use

Licensing, E-Docs

John SheereDirector – Sales Support


Agenda

• When to use UA and LNL EDOCS

• Data Sheet – Review of Key Items

• Appointment Process – Temp and Perm

• Agent Licensing Automation Overview

• Appointment Process – Non-Resident

• Contact Information

• Questions

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When to use UA and LNL EDOCS

Traditional Liberty Branch• Always use LNL EDOCS

Conversion Branch• Depends on license type and products to be

sold

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Conversion Branch• Applicant holds perm license and wants an

appointment with both UA and LNL• Always upload through UA EDOCS• LNL contract will be included to be signed• Issuance of the LNL number is an overnight

process once the UA number is activated

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Conversion Branch• Applicant holds temp license or holds a perm

license but only wants an appointment with LNL• Upload through LNL EDOCS

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Data Sheet – Review of Key Items

Next we will review a sample data sheet for some commonly missed items.

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Sample Data Sheet Issues

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Sample Data Sheet Issues

• Invalid Social Security Number

• Last name misspelled

• Incorrect birthday

• U.S. citizen

• Felony question

• Question 7 yes answers

• Ever used another name

• AL only (5 year work history)

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Appointment Process – Temp States

• AL – $50 payment through PayPal or in the Home Office via money order

• FL/MS – Copy of online application or copy of the temp license

• GA/TX – Original Temp App and proof of completed fingerprinting *

• IL – Original Temp App

* Note – TX temps should only be used when absolutely necessary because of the cost and limited number

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Proof of Temp License


Appointment Process – Temp States (LNL)

• Internal Background Check• State background check• Agent number issued (not activated)• Welcome packet sent• Verify license has been issued through NIPR• Complete appointment with the state (if required)• Activate Agent number to write business

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Process Steps


Appointment Process – Perm States (LNL)

• Passing results received

• Internal background check

• State background check

• Agent number issued (not activated)

• Welcome packet sent

• Verify license has been issued through the NIPR

• Complete appointment with the state (if required)

• Activate Agent number to write business

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Process Steps


Appointment Process – Perm States (UA)

• Verify license has been issued through the NIPR

• Internal background check

• State background check

• Complete appointment with the state (if required)

• Agent number issued and activated to write business

• Welcome packet sent

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Process Steps


TMKOnline

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Agent Licensing – Process Status

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Appointment Process – Non-Resident

• Send request to appropriate e-mail box for requested states

• License must be issued and on NIPR before appointment can be made

• Upline must be licensed and appointed in requested states

• Conversion Branch requests will be added to both UA and LNL unless otherwise specified

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Agent Licensing Contact Information

[email protected] • This is where all UA Agent Licensing questions

and correspondence should be sent.

[email protected]• This is where all LNL Agent Licensing questions

and correspondence should be sent.

• Uploads arrive next day and take 2-3 days to process

• External background checks can take 3-5 days• Email responses within 48 hours

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mailto:[email protected]

mailto:[email protected]


What have you put on your To Do List?

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tmk1536 0611 for agent training only; not for sales use licensing, e-docs john sheere director –...

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