- Through an E-signature process with pre-approved carriers.
- By mailing/e-mailing the client an application for collection of original signatures.
In the event that the application is mailed/e-mailed, a postage paid return envelope will be provided or arrangements to have the examiner collect and return the signed application will be made.
The Insureio system represents many different insurance companies. Some process applications quickly and efficiently. Others are less efficient. Our “Service” (Star) rating system is based on seven key criteria:
- the ease of filling out an application,
- the time it takes to "underwrite" an application,
- the flexibility in underwriting (will they bend their rules on close situations to allow a client to qualify for the lowest rates?),
- the percentage of cases requiring additional information,
- the time it takes to retrieve additional information,
- the effectiveness and timeliness of their communication with us, and
- the time to reissue a policy.
Our highest rating is 5 and our lowest is 1. If there is only a few dollars difference between a company with a 5-Star rating and one with a lower rating, we recommend the 5-Star rated company. However, you and your client ultimately make the choice. We simply want the process to be as smooth and efficient as possible for you and your client and feel this information may be important to your decision making process.
Basic case status and progress information is listed on the My Business tab next to each clients name under the “Status” heading. Additionally, the Insureio Team will send you regular case status updates via email a minimum of:
- Once every 5 business days
- Whenever the case is touched
- When there is a change in status
You can also see detail case status at any time by clicking the case status tab on the Insureio dashboard.
The number of daily emails you're allowed to send depends on your email provider. Providers use these limits to ensure their servers can support the needs of all their users, as well as to reduce spam. Paid email services and web hosting providers offer higher sending limits than free email providers such as Gmail, Hotmail, Yahoo!, or AOL. To find out what your limits are, contact your provider and ask for the most recent SMTP email send limits--they frequently change without notice. If you use a free email provider and exceed your limit, your account may be temporarily disabled. Contact your provider for more details.
When sending bulk emails, please be aware there may be a slight delay before all recipients receive your message. Email servers will break up large recipient lists into small groups, sending to a group at a time with a brief delay between each.