What can SmartApp do for you?
Say goodbye to paper applications – go digital and benefit from using SmartApp for your clients’ insurance applications. Submissions are immediate and processing begins right away, which means your clients can get coverage sooner.
Easy-to-use
Prepare quotes and applications from anywhere, on any device.
Optimize
Get more accurate and complete applications with built-in edits.
Client flexibility
Complete applications in person with clients or non-face-to-face.
Provide Options
Complete medical questions with your clients or have a paramedical professional complete later.
Verification
Review missing information at a glance.
In-person or virtual
Manage eSignature easily, either in person or remotely
Support videos
Chapter 1: Benefit of SmartApp
Understand how our secure, easy, and fast insurance application can benefit you.
Chapter 2: Launching SmartApp
Sign in to Advisor Support to begin a SmartApp.
Chapter 3: SmartApp Dashboard
Run a quote, start a new application or create a practice application all from the dashboard.
Chapter 4: SmartApp Quote
Enter key client information, plan, coverage and rider details to calculate monthly premiums.
Chapter 5: Navigating SmartApp
Follow our easy-to-use interface to create an application.
Chapter 6: SmartApp Completion Tips
Complete an accurate application by closely following each step.
Chapter 7: SmartApp Review
SmartApp tracks mandatory information to help ensure a complete application.
Chapter 8a: eSignature Set Up
Your client has the option to electronically sign documents either in person or remotely.
Chapter 8b: In Person eSignature
Capture an in-person e-signature with ease, on any device.
Chapter 8c: Remote eSignature
Capture a remote e-signature with a personal email invite to all signers.
Chapter 8d: Managing eSignature Statuses
Follow the eSignature ceremony to manage various statuses.
Chapter 9: SmartApp Submission
All eSignatures must be captured prior to electronically submitting the SmartApp.
Helpful resources
Looking for more information? Find everything you need to know about using SmartApp below.
Contact us
If you don’t have a login or require technical assistance, please contact our Digital Support Team (DST) at:
(Monday to Friday, 9:00 AM - 6:00PM (ET))