Transamerica Life Illustrator now provides quotes for our Trendsetter® Super and Trendsetter® LB term products. In addition, if offers fully redesigned Living Benefit supplemental reports for Chronic, Critical and Terminal Accelerated Death Benefit Riders on our term and IUL portfolios.
The all-new Transamerica Life Illustrator provides sleek, streamlined reports that are informative, easy to understand, and highly customizable so you can tailor illustrations to meet individual client needs.
Easy on the eyes
A good illustration provides a clear roadmap to purchasing a policy. Check out this sample quote to see how our elevated outputs show your clients how their future policy will meet their personal goals.
Are your tools keeping up with the speed of business? As part of making it easier to do business with Transamerica, you can now use DocuSign®'s intuitive and transparent e-signature capability for most of our popular final expense outstanding requirement documents. Skip the hassle of obtaining wet signatures and manually uploading forms. Here is what's new (chart below)
Most Popular New Business Forms: - Agent Report - Consent to do Business Electronically - eTerms and Conditions - HIPAA Authorization (excluding NY) - Payment Authorization - Replacement Form
Clients and agents receive email from DocuSign to review and e-sign documents.Only the above mentioned forms will be eligible for DocuSign signature, other forms will still require wet signature.All e-signed forms will automatically be delivered to Transamerica via DocuSign platform.
NB Edelivery via DocuSign (firstname.lastname@example.org)
Can be initiated once. First email triggered with a reminder email to agent/client on Day 7 if there are outstanding signatures. Docusign links expire after 14 days.
eDelivery using DocuSign®
eDelivery uses DocuSign® on the DocFast® platform, making doing business easier for you and your clients.
Download this flyer for access to quick tips for eDelivery.