SimpleLifeCoverage

Carrier next steps

Transamerica

Transamerica follows the agent-assisted workflow. Secure intake is completed on SimpleLife, then submitted manually in the carrier portal with verification handled at finalization.

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 for manual submission. Agent requests and logs verification code before marking submitted.

SimpleLife serves clients across the U.S. Non-Ethos carriers are handled as secure intake plus agent-assisted submission queues. Cases are not marked submitted until verification and portal finalization are completed.

Lead ID missing. Return to the quote page and continue from a saved quote result.

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