Fischer Financial Services Implements a New Online Insurance Application Process

150 150 juliepower

Fischer Financial Services is pleased to announce its implementation of a new 3-step seamless online process that takes just 90 minutes from needs analysis to the submission of application.

Step 1: Needs analysis is performed with professional licensed insurance advisor using an online guide on our tablet computer. This includes reviewing of all clients’ needs: life, disability, critical illness insurance for both adults and children.

Step 2: The application is filled out online instantly.

Step 3: Signatures are gathered: utilizing pen technology with the tablet and/or electronic signature with email verification. (If the clients are in good health, under 40 and applying for less than $1M of Life Insurance, or up to $500,000 of Critical Illness Insurance. In some cases the approval can be obtained within a few minutes of the applications being submitted online.)

And that’s it!

The whole process is about 90 minutes long and can be done in the first meeting.

Fischer Financial Services team works hard to build a lifelong relationship with all clients so this isn’t a one-time transaction. We are here to look after all of our clients’ financial needs, including their family members and/or their businesses if applicable.



All stories by: juliepower

Leave a Reply

Your email address will not be published.

This site uses Akismet to reduce spam. Learn how your comment data is processed.