Carrier next steps
Aetna
Aetna follows the agent-assisted workflow. Secure intake is completed on-site, then the licensed agent completes portal submission and handles verification-code timing with the client.
What happens next
Start with the secure application step if you are ready to apply. That is where identity and payment information are collected.
After secure intake is reviewed, the licensed agent may text you when carrier verification code timing is required.
This workflow is submitted by the licensed agent after secure intake review.
Final carrier submission is completed manually by licensed support when required.
Support contact for this handoff
Anthony Jimenez
512-761-8783
Compliance disclosures
SimpleLife is an independent life insurance brokerage.
Coverage is subject to underwriting and carrier eligibility.
Carrier and product availability vary by state, profile, and product type.
Approval is not guaranteed and rates vary by eligibility.
Selected lead
Saved SimpleLife request
Phone
Saved in CRM
State
Saved
Coverage
Saved
Product
Saved
Current status
Ready for Submission
Next action
Queue secure intake for agent portal write-up. Do not mark submitted until verification code is completed.
Lead ID missing. Return to the quote page and continue from a saved quote result.