• Must be pre-appointed to submit e-app.
• Reminder: If you can answer no to 3 health questions you get a 25% bonus in DB with GWL
Please note: Case management on these cases will come directly from the carrier and not OCI. You must get contracted with carrier before you can get access to and submit an e-app.
1. You must get contracted with carrier before getting access to e-app.
2. To get contracted please send email to firstname.lastname@example.org with the following info:
• Carrier Name, Client’s Name, Client’s DOB, Client’s State, and Death Benefit Applying For.
3. After you send that email you will receive an email within 24-48 hours from the OCI licensing department to get contracted with the carrier.
• You will have to click on the link in the email, answer a couple of background questions, scroll to the bottom on the last page, then click confirm button in the top right-hand corner.
4. Later you will receive an email from that carrier with instructions on how to set up online access to their e-app. See below for expected turn around times from the carrier.
• AIG: 2-4 days
• Great Western Life: 5-7 days
• Gerber: 7-10 days
• Columbian Life: 7-10 days
• E-App Only.
• Must get contracted before getting access to E-App.
• Getting Contracted: Email email@example.com with the following info: Great Western Life, Client’s Name, Client’s DOB, Client’s State, and Death Benefit Applying For
• Once appointment is completed (you’ll receive an email from GWIC) Click Here.
• Click request new profile (this is an instant registration).
- Select my enroller online.
- Note: Difference in plan options:
- Assurance Plus: Option is you can answer no to the 3 underwriting questions.
- Guaranteed Assurance: Option if you answer yes to one of the 3 underwriting questions.
- Underwriting questions: https://www.ociservices.com/wp-content/uploads/2019/09/GI-PDF.pdf
Gerber Application Link
(Average processing time up to 3 weeks.)
• E-App only.
• Must get contracted before getting access to e-app.
• Getting contracted: Email firstname.lastname@example.org with the following info: Gerber, Client’s Name, DOB, Client’s State, and Death Benefit applying for.
• You will receive an email from Gerber with username and password.
• E-App Link: Click Here.
• Select My Products, then Guaranteed Life, run quote and then proceed to application.