TeleLife® Processing 


With West Coast Life's TeleLife program, you only have to spend a few minutes completing the short TeleLife preliminary application. You don’t need to leave your office, you don’t need to get client signatures, you don’t need to meet face-to-face with the client – a few minutes and you’re done! The TeleLife unit takes care of everything else. They call your client within 48 hours, and during the approximately 20-minute long application interview they also make arrangements for the paramed exam.

Your commission percentage is exactly the same – but your profit is much higher with TeleLife. You don’t have to drive to meet with the client, sit with him/her, drive back to your office, photo copy and mail the application, order the paramed exam, double check to make sure the exam was done, etc. - all the busy work and expense associated with the traditional submission process is eliminated!

For more information, or if you have any questions prior to submission of business through the TeleLife program, please contact your CPS Marketing Rep. Once you have submitted business through this program, please contact your CPS Case Manager if you have questions about a specific case currently in underwriting.

Program Overview
Detailed Program Overview
Pre-Qualification Questionnaire
Applicant’s Checklist

Pre Application Approval List - as of 8/23/06 the Pre Application is not yet approved in CA, DE, FL, IL, MD, MA, MS, NV, NJ, PA, TX, VT, VA - ** see below for instructions on how to use the TeleLife program in these states until the Pre Application is approved.

Pre Application form for AL
Pre Application form for AZ
Pre Application form for CO
Pre Application form for DC
Pre Application form for FL
Pre Application form for KS
Pre Application form for MA
Pre Application form for ME
Pre Application form for MN
Pre Application form for MO
Pre Application form for NC
Pre Application form for NJ
Pre Application form for UT
Pre Application form for VT
Pre Application form for VA
Pre Application form for WA
Pre Application form for WI

Pre Application form for all other states except NY

** To use the TeleLife in states where the pre-application is not yet approved:

  1. You must already be contracted with WCL to use this temporary workaround.
  2. Click here for the Request for Interview form - use it until the pre application is approved in your state.
  3. Once the request for interview form is completed, fax it to your life case manager at CPS.
  4. Your life case manager will get the ball rolling by contacting the TeleLife department.
  5. The TeleLife department will call the client to setup the interview - the process will be the same from this point forward.

Other important related items:

  • The Request for Interview form requires no agent signatures - This is not a pre-application
  • Agents have a place to print your name and provide your WCL agent code
  • Applicant’s signature will be obtained during the normal process of TeleLife
  • The agent signature will be a delivery requirement
  • No binding coverage available using this temporary workaround

To get contracted with West Coast Life - Link to Contracting Process Simplified (includes commission schedule).

Click here to link to EZ App, the on-line application for TeleLife.  This online submission process is available in all states except NY.  You must already be contracted with West Coast Life to use EZ App – your agent number is required to login.  Read the detailed program overview for instructions on how to use this applet.


 

8447 Miramar Mall, Suite A
San Diego, CA 92121
Tel. (858) 535-9444 or (800) 776-IMIS
Fax (858) 535-0560

The CPS Integrated Marketing & Insurance Services web site is maintained exclusively for active producers contracted with carriers through CPS, and is intended for agent use only. All information is intended for use as a guide, or as reference, and is believed to be current as of the date of its posting. Any misrepresentation of the information contained in the CPS Integrated Marketing & Insurance Services web site by its users is strictly prohibited.