The Phoenix Co.s Inc. has launched an electronic application platform designed to enhance the way advisors and brokers complete and submit fixed-indexed annuity application forms.
Phoenix says the eApp is a digital platform that allows users to submit annuity application forms through a secure web portal, rather than by mail. eApp also pre-fills many required data fields, based on information inputted during the needs discussion and product-quoting process.
The application also provides accuracy controls that highlights any fields that are not completely filled, Phoenix says. The eApp is based on Firelight, an e-application business fulfillment solution from Insurance Technologies LLC, and currently is available on a number of tablet devices.
Phoenix adds that Saybrus Partners represents its life and annuity portfolios in key channels, including independent marketing organizations and brokerage general agencies.
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