ePolicy Delivery Information
Policies released to client (we can send copies to agent), with instructions
*If client has questions about e-Policy, call 800-638-8428 opt.5 ext.6971 – need policy #
Term and Universal Life
No electronic payment option (except for TermAccel)
Payment options: check, or fill out an EFT form and return with a void check to draft.
TermAccel cases are ePolicy
Sent to Lakeview Financial case manager to approve, then sent to agent and agent sends to client.
For ePolicy issues, can call Ipipeline: 1-800-641-6557 option 2.
Opt-in to eDelivery while applying through eApp
*If client has questions about e-Policy, they can call 800-328-6124