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Guaranteed Issue Contracting Request (AmFam)

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Guaranteed Issue Contracting Request (American Family)

Have you presented this guaranteed issue whole life product/illustration to your client?*
- Yes
- No
(Please present options to the client before proceeding with contracting. PLEASE only proceed with contracting if your client is ready to purchase.)
Did you ask your client the 4 underwriting questions?*
- Yes
- No
(Please refer to the 4 underwriting questions to ask your client to get them an additional 25% in their death benefit at no additional cost.)
Did your client agree to purchase the product and are they ready to submit an application to the carrier?*
- Yes
- No
In order to proceed with contracting, your client has to agree to purchase the policy. If we get you contracted with the carrier and you do not submit an application in the first 30 days, the carrier will cancel your contract and we will have to go back through contracting again later. PLEASE only proceed with contracting if your client is ready to purchase.
Which carrier are you writing the application with?*
Have you been contracted with this carrier under OCI?*
- Yes
- No
Please follow the below E-App instructions for your carrier:
AIG
AIG Application Link E-App Instructions (Once e-app is completed and e-signed, the average processing time is 48-72 hrs.)

• E-App only.
• Electronic App Questions? Call 877-399-7747 option 4.

Great Western
Great Western E-Application Link

• Once the 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/2020/08/GIOptions_8-18-20.pdf

• Electronic App Questions? Call (800) 733-5454 option 1, option 2.
Are you the agency owner of your American Family Agency?*
- Yes
- No
Please have the lead agent complete the OCI appointment as per the agreement between American Family and OCI. Only the lead agent can be set up with OCI.
Agent Name:*
First Last
Agent Company:*
Agent Email:*
Agent Phone:*
Client's Name:*
First Last
Client's Date of Birth:*
Date Format: MM slash DD slash YYYY
State:*
State
Coverage Amount:*
Coverage Amount:*
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Headquartered in Elkhorn, Nebraska, OCI Insurance & Financial Services, Inc., is an insurance general agency providing support to thousands of agents nationwide in the placement of these products and services.

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