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Fast App Portal

Welcome to the CBIZ Life Fast-App Portal

Our FAST APP portal links you to our carrier’s latest online technology. By submitting your applications electronically your client’s application will arrive in good order and be placed and paid quickly with minimal paper. Once the E-app is received, the carrier will contact your client for a phone interview and work with CBIZ Life to complete the case and deliver the policy to you.

You must be a licensed life insurance agent and be appointed by the carrier you would like to do business with under CBIZ Life Insurance Solutions. To get appointed with any of the carrier’s shown below, please email us at lifelicensing@cbiz.com.

Why Use Fast-App Portal?

  • Producer Pain Point – Lengthy Application – Too Time Intensive
  • Carrier Conducts Phone Interview with Client
  • Carrier Orders any Needed APS
  • Expedited Process
  • Check Status on line at www.cbizlife.com

To ensure your client’s have the best experience possible, we recommend you use this process for your healthy clients who need an individual policy (view guidelines).

To get started, simply select the carrier you want to use and type in the requested information. If this is your first time using the system, we recommend you read the carrier instructions listed under each logo. For additional assistance, please contact Shauna Ausfeldt at 858.444.3115 or via email at sausfeldt@cbiz.com.

Get Started by Clicking on the Carrier  Links Below

Please note Principal will be releasing a Fast-App Program in the near future. In the interim we have included the instructions and checklist to use their Accelerated Underwriting Program.

         
         

 

 

 


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