In this issue


More about TeleApplications

 

Recently we announced the new and improved TeleApp program. Many of you responded with positive feedback and are already finding opportunities to use TeleApps with your customers.

TeleApp and Conditional Receipt
We would like to give you additional information about the administrative handling of cases when using both TeleApp and the DI Conditional Receipt (DICR). In those instances, The Standard will issue policies with an Endorsement, Form 5084, which contains language clarifying the date of the application.

Because the TeleApp interview is conducted after the DICR is signed, The Standard uses the Endorsement as way to clarify for the policy owner the exact date of the application (the date the DICR is signed).So, if a policy is issued with Endorsement, Form 5084, please ensure that it is completed and returned together with any other policy delivery requirements. This will help speed along the final steps of placing the policy in force.

For questions about the Endorsement, Form 5084, or TeleApp, please contact your Customer Management Specialist.


Conversations with The Standard’s claims staff and underwriters

 

The Standard has issued a second reprint of
The Storykeepers, Conversations about claims, form 12237, and published a new booklet,
The Storyfinders, Conversation with underwriters, form 14508.

Both booklets are for use by producers only.

Limited quantities are available for ordering at www.standard.com/di under Marketing Materials.


Policy Inquiry Training Presentation

 

Everything you and your producers ever wanted to know about Policy Inquiry is contained in the new training presentation, A Guide to Policy Inquiry, form 14506PPT. You can download it from www.standard.com/di under Marketing Materials/Presentations.

A link to timely information about The Standard 24/7

 

The Standard's new website has many useful features. Among them, at the bottom of every page, is a gray link entitled About Us. When you click on it, you have instant access to our history, financial ratings, products and services, philanthropic activities and more. Take a look.


Questions

If you have questions, we are happy to help you.
Please contact us at getinfo@standard.com or call 800.992.4446.


DI News Archive

In case you missed an announcement, please see the archive of
The Standard DI News.


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