Aviva TeleApp
Aviva’s TeleApp Program provides a simplified way to complete the life insurance application process and shortens the processing time. You do the selling - we take care of all the rest, including all medical requirements. Aviva requires agents to use this process for all Term application submissions however this process can be used with any of our life products.
Just follow the five easy steps:
- If replacement, complete replacement paperwork prior to completing TeleApp.
- Complete the TeleApp application with all appropriate signatures and dates
- Fully complete and sign the agent's report.
- Complete supplemental questionnaire(s) if applicable for additional insured(s).
Make sure the following items are completed and signed (as needed)
- Financial Supplement Form for all amounts over $1,000,000
- PAC forms (including a void check)
- Replacement forms
- Signed illustration (or illustration certificate if allowed)
- Other compliance forms in your state
5. Submit to the home office, preferably by fax at 1-800-531-0038
Next Steps
The applicant will be contacted for a short telephone interview to complete the medical questions. During this interview, an appointment is scheduled to complete labs and a mini exam..Based on the answers given during the call, any further requirements will be arranged by us, This includes an APS if required. Additional PHI's or inspections are eliminated!
* Remember - Do not order medical requirements *
(Aviva will take care of that at the home office)
The updated TeleApp will be sent to you for final signatures at the time of policy delivery. It's that easy!
Additional Agent Responsibilities
- Check appropriate company.
- Print clearly with black ink.
- Corrections to be initialed and dated by proposed insured/owner. Do not use white out.
- The proposed insured's full name should be shown in question 1 and signed identically on page.
- Prepare your client(s) to expect a short telephone interview for medical questions. If required, the home office will have Exam One arrange a meeting with the client to complete a mini exam.
- When the policy is approved, the completed application will be sent to you along with the policy for the client's signature on delivery.
For more details, click here to view the TeleApp Brochure.
If you are already contracted with Aviva, you can access the TeleApp by visiting http://www.avivausa.com/wps/portal/avivausa
