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Banner AppAssist Program

Banner Life’s AppAssist® program is designed to make it easy for you to facilitate the sale of high-quality, low-cost life insurance. This is a good option for straightforward, smaller term cases without complex medical histories.

Things you should know about the Banner Life AppAssist Process:

  • Available for all Banner term products. No Universal Life, Long Term Care or other products are available at this time
  • Up to age 70 issue available up to $3,000,000 and over age 70 up to $500,000
  • Temporary Insurance is NOT available with this process
  • All signatures from the client are collected during the process
  • Please share the attached consumer brochure with your client to remind them that they will be contacted by phone and what to expect. Banner handles everything
  • William Penn NY term products are available (special on-line application and AppAssist paper forms available along with the Banner link and forms.) Please note this program is not available in NY for replacement cases
  • Your CPSIMIS Case Manager will keep you up-to-date regarding phone interview status, exam status and any other requirements that Banner has ordered and send you the underwriting decision and the policy (e-delivery of this policy is made an available option to your client during the interview)

Please see marketing materials to explain the AppAssist process:

The on-line application option is the fastest way for you and your client to proceed with this program. You do not have to be contracted with Banner/William Penn to use the on-line request but please contact your CPSIMIS Case Manager to get contracted with Banner/William Penn as soon as possible if you are not or they will contact you when they receive your submission.

You can submit via the App Assist program by using that iGo link, but if you use the link that directs you directly to the carrier website, We just need a heads that you have submitted directly on their website. That way we can add the application info to our monitoring system and keep you updated

Contact Us

San Diego: Phone 800-776-4647 | Fax 858-535-0560
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