E-Apps for Financial Advisors & Insurance Agents

Close sales faster and eliminate the paperwork process by using these tools specifically geared to save financial advisors time and make life easier.

DMI’s e-apps for financial advisors and insurance agents feature marketing resources, sales resources and business resources to simplify everyday processes. Close sales faster and eliminate the paperwork process by using these tools specifically geared to save financial advisors and insurance agents time and make life easier. Eliminate the paperwork process, streamline the life insurance application process or simplify the process to submit cases with DMI’s e-apps for financial advisors and insurance agents.

North American’s Simple Submit

Powered by iPipeline’s iGO e-App®, North American’s SimpleSubmit helps you close sales faster by eliminating the paperwork process. The SimpleSubmit technology helps you complete the application process with fewer errors or missing information, schedule the paramed exam and sign electronically.


Lincoln TermAccel & LincXpress

A streamlined Tele-App submission process with faster turnaround times. The opportunity to offer your clients less intrusive underwriting and faster, no-cost policy delivery. Go from selling to sold—faster than ever before. With LincXpress, you can save time and give your clients excellent customer service without having to manage their experience.


Protective Tele-Life EZ App

Tele-Life is a proven system and streamlined process for submitting life insurance applications. Telelife features and benefits include flexible options to submit pre-applications, voice authorization offered for early APS ordering, cycle time reduced by 8 days on average and extended hours of operation for customer support.


AG Quick Ticket

AG Quick Ticket® provides you with a simpler process to submit cases. Complete a short application via AG Quick Ticket and ExamOne takes it from there.


Principal Drop Ticket (Term)

Work smarter, not harder

  • Online and easy to use for any face amount
  • Collects required forms and electronic signatures more effectively and efficiently
  • Allows you to order medical/exams or have them ordered for you
  • Speeds up the underwriting and issue process leaving you more time to sell
  • Works even faster when paired with Accelerated Underwriting1

Note: The producer must have a current contract with Principal and a login for the Advisor website to access
the form.


Minnesota Life eApp

  • No More Paper!  All applications/forms are saved and accessible 24/7 so you can still print copies for your files
  • Automatic qualification for WriteFit accelerated underwriting (based on client data entered)
    • Get a life policy issued in as little as 48 hours
    • No exams or APS (based on tele-interview answers)
  • Applications are in good order every time – no more chasing down requirements
  • Client only signs once and eSignatures are applied to all required forms
  • Client receive policies faster and you will get paid faster