Quick Apps

Insurance and financial advisors generally have great sales and communication skills, but paperwork is not their strong suit. Quick applications allow the advisor to simply complete a short electronic questionnaire with their client and pass the full application process on to a highly trained interviewer. No signatures are required and no reduction in advisor compensation. For a more detailed explanation of one company’s process click here.

Bellevue Quick Apps     Portland Quick Apps

Not sure which E-app works best for you or your client, contact your Merz Agency Sales representative.