Merz
  • Home
  • About Us
    • Our Heritage
    • Our Team
    • Our Values
    • LIBRA
    • Privacy Policy
  • Contact
Like everyone, we’ve seen our processes shift over the past month to integrate a more digital workflow. To make the transition a little easier for our partners we’ve created ‘cheatsheets’ to help navigate digital e-app and drop ticket submissions.

We’ve also compiled helpful information, video tutorials and guides in the ‘Quotes + Apps’ section of our website. 

As always, please feel free to reach out if you have any questions! 
news headers_educational_3

April 16th, 2020

Carrier E-App Cheatsheets

Like everyone, we’ve seen our processes shift over the past month to integrate a more digital workflow. To make the transition a little easier for our partners we’ve created ‘cheatsheets’ to help navigate digital e-app and drop ticket submissions.

We’ve also compiled helpful information, video tutorials and guides in the ‘Quotes + Apps’ section of our website. 

As always, please feel free to reach out if you have any questions! 
Accelerated Underwriting Cheatsheet
Annuity E-App Cheatsheet
Long-Term Care E-App Cheatsheet
Disability E-App Cheatsheet
NEWS ARCHIVE
Upcoming Rate Changes for Life Products Offer Your Clients A Customized Experience

Related Posts

news header_life insurance

News

Help Clients Avoid a Tax Surprise in Retirement

news headers_educational

News

It’s Important for Your Clients to ‘Answer the Call’!

news header_life insurance

News

Unlocking Business Planning Opportunities in 2021

Contact

Portland | [email protected]

Bellevue | [email protected]

Salt Lake | [email protected]

Des Moines | [email protected]

Steve | Jason | Ben

Admin office

4412 S Barbur Blvd.
Suite 240
Portland, OR 97239-4004

Local Phone | 503.228.9595
Toll-Free Phone | 800.326.9595
Fax | 503.273.8530

 

 

Strategic Alliances



© Merz Agency, All rights reserved | Designed by Apis Productions