• 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 there is no reduction in advisor compensation.
  • Merz Agency encourages advisors to obtain a signed HIPAA so we may share medical information with you that factors into the underwriting decision

For a more detailed explanation of one company’s process click here.


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Process Overview (Producer)What Happens Next

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What to Expect (Consumer)Agent Worksheet 
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Jackie Pasciak

Investment Management Consultants

“I have used the Quick App system several times now. It’s so easy – just a few questions, no signatures, and the carrier does the rest of the work. It’s reduced my work dramatically, and made it much more worthwhile to give term quotes to clients and prospects.”