What Is A Drop Ticket?
A drop ticket is a simpler way to process life insurance applications. The agent/advisor just simply runs a quote and then clicks “apply” on the policy that they would like to purchase for their client. After completing some basic information, the agent submits the “ticket” electronically. The information is then routed to either our call center or the carrier’s call center where the client is contacted to complete the application over the phone.
We also order all requirements, including any required exams and/or physician records.
It is simple, efficient, and lets you, the financial advisor/insurance agent, move on to other revenue generating activities.
How Does The Drop Ticket Work?
Watch this short video to see our drop ticket in action:
How Do I Get Started?
To start using our drop ticket system, it helps (but is not required) if you’re appointed with a few carriers through our life insurance agency, KNA West (Katz Nassau Agency). To register, please visit www.katznassau.com and click on “Drop Ticket” from the main menu (it is all the way to the right, highlighted in red).
If you’re having trouble, please contact us at 800-605-7972.