Instructions:
1) Calculate rate with the Final Expense Quote Engine.
2) Get Appointed with Carrier.
3) Submit E-application.
Reminder: If you can answer no to 3 health questions you get a 25% bonus in DB with GWL.
Great Western Graded Policy not available in state of Washington.
Begin Appointment & Application! *Must be pre-appointed to submit e-app.
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 licensing@ociservices.com 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.
• The email you receive will contain step by step appointment instructions.
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
AIG Application Link
(Average processing time 48-72 hrs.)
• E-App only.
• Must get contracted before getting access to e-app.
• Getting contracted: Email licensing@ociservices.com with the following info: AIG, Client’s Name, Client’s DOB, Client’s State, and Death Benefit Applying For.
• Electronic App Questions? Call 800-888-2452 or 877-399-7747.
Great Western Insurance Companies Application Link
• E-App Only.
• Must get contracted before getting access to E-App.
• Getting Contracted: Email licensing@ociservices.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).
• E-App:
- Login.
- 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
Electronic App Questions? Call (800) 733-5454.
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 licensing@ociservices.com 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.
Electronic App Questions? Call 800-704-2180 or 800-428-4947.