Policy Issue & Delivery

eDelivery — Fast, convenient, transparent

Today's consumers are seeking faster virtual buying opportunities with digital convenience. That's why we've expanded the capabilities of our eDelivery program and made more policies available for electronic delivery. It's now easier for you to sell and administer policies, and for clients to buy them.

What is it? Transamerica's enhanced eDelivery is now accessible to more clients than ever. During the application process, clients can simply elect to digitally receive their policies by signing the eDelivery opt-in and e-Consent forms on the iGO e-App® or paper application. eDelivery is available on Trendsetter Series, in all risk classes, and with all riders.

What you need to know:

  • Policies are issued faster meaning faster coverage for your clients
  • It saves you the time and energy it takes to mail policies, schedule and host delivery meetings, and obtain the necessary signatures on delivery requirements
  • There are now more case delivery requirements that are eligible for eDelivery
  • You'll be notified immediately via email, when policies are emailed to your clients via eDelivery
  • You'll be able to download all eDelivered policies, making record retention and policy management easier
  • You will receive your commissions faster

Download eDelivery Flyer

Download eDelivery FAQs

Submitting documents online

Because we want to make it as easy as possible to get documents back right now, we're offering an interim solution to collect documents quickly and confidentially online. Our Secure Email Portal will help process business during the COVID-19 crisis.

What is it? A process that starts with visiting transamerica.com/upload to request access to Transamerica’s secure messaging system. It’s similar to sending an email with an attachment, but in a way that keeps information protected.

What you need to know:

  • You and your customers can send documents via the Secure Email Portal if your method of faxing, mailing, or website portals are currently not an option during this crisis
  • There are ways customers will know about this tool — by talking to you, someone in our contact center, or visiting COVID-19 FAQs on transamerica.com
  • Please provide the URL transamerica.com/lp/upload to any customers trying to complete the enrollment process
  • The site supports all product lines — Annuity, Life/Health, Long Term Care, and Retirement
  • This is a temporary solution; it won’t replace the work we are doing on our online portals and tools
  • Transamerica will waive the requirement for agents to sign delivery documents during this time
  • Customers will need to complete a quick form and registration process; there are step-by-step instructions to follow and an FAQ section online if customers need help
  • Although it may take a couple of steps to set up, we’re taking extra security precautions to ensure customer information is safe
  • There are size limits; please keep your email (including attachments) to 50mb or less
  • Please allow up to 48 business hours for documents to be processed
  • For all other questions, please follow your normal process
  • For all other New Business questions, please follow your normal process

Policies mailed directly to clients

Many areas across the country are impacted by state and federal “stay at home” orders. We know this has impacted how you are interacting with customers. To help fill a gap in the new business process, Transamerica will begin sending new policies directly to customers. This will be a temporary adjustment, as we know how important it is for you to have a face-to-face conversation with customers.

View life policy mailings FAQs.

View standalone LTC policy mailing FAQs.

A letter explaining a change to our traditional process is included in the package they receive. Click here to review a sample of the letter clients will be receiving.

Please continue to monitor your portals, systems, and email for information about when a policy has been issued. We also ask that you reach out to customers and have a virtual policy review. The extra help during this time will go a long way in building a long-term relationship.

Licensing and continuing education information and updates

* Comparisons based on monthly premiums and internal data. All competitor data from Compulife as of April 30, 2022, for 3,942 cells, quinquennial ages only.

** For New York: A one-time letter will be sent April 9, 2020, that informs all TFLIC customers of our policy.

Life insurance products are issued by Transamerica Life Insurance Company, Cedar Rapids, IA, or Transamerica Financial Life Insurance Company, Harrison, NY. Transamerica Financial Life Insurance Company is authorized to conduct business in New York. Transamerica Life Insurance Company is authorized to conduct business in all other states. All products may not be available in all jurisdictions.

For Agent Use Only. Not For Use With the Public.