Introducing Automated Producer Validation in eApp

Enjoy Less Follow Up and Faster Processing

We are thrilled to announce an exciting enhancement to Nassau’s eApp designed to streamline your new business experience. Beginning February 24th, Nassau’s eApp will be able to instantly verify a producer’s contracting, appointment and training status. This integration means you will know sooner about missing requirements through on-screen messages, reducing delays in processing after submission. These improvements are made possible by entering your National Producer Number (NPN), which has been a required field since late last year.

We are excited to introduce these updates that are designed to allow you to submit with ease of mind and streamline your experience. Here are other benefits and highlights you should know:

  • More In Good Order Apps

    This update replaces the manual check for training, contracting and licensing requirements during ‘First Review’ with an automated validation that ensures in good order producer requirements at submission or provides quick notice of any missing items, as needed.

  • Product Training Course Check

    Applicable product training is verified for completion on the spot. There is quick link to access our training website (LIMRA PinPoint) for incomplete courses right from eApp and the ability to submit notice of a recently completed course.

  • NPN Required

    Your NPN enables the automated validations and will also tie to auto populate your Nassau Producer Code in the app. Check Firelight for quick steps on how to update and save your NPN in your account Preferences and pre-fill the required field.

  • No Hard Stops

    Submissions are allowed with open requirements and you are informed upfront on any actions you’ll need to take to satisfy producer-related requirements (Exception only for PA, which requires pre-appointment).

  • New Producers Get Nassau Code Upfront

    Nassau Producer Codes will be auto assigned with first eApp submission – speeding up the start of just in time contracting for new producers.

  • Note

    Your Nassau Producer Code remains an important unique identifier and may still be asked for when contacting our New Business, Contracting or Service areas.

Nassau is committed to providing you with the best tools and resources to support your success and strives to continually improve our New Business experience and processes. We know that your time is valuable, and these improvements should make doing business with us more efficient. It’s just one of the many ways we are working harder to be your carrier of choice.

Please call our New Business Team at 800-541-0171 for questions.

Visit SalesNet to learn more or submit an eApp.


Disclosures

For IMO/Producer Use Only. Not for distribution to the public.

Annuities are issued by Nassau Life and Annuity Company (Hartford, CT) except in New York where annuities are issued by Nassau Life Insurance Company (East Greenbush, NY). In California, Nassau Life and Annuity Company does business as “Nassau Life and Annuity Insurance Company.” Medicare Supplement insurance is offered by Nassau Life Insurance Company of Kansas (Overland Park, KS). Products may not be available in all areas and are subject to state approval. Nassau Life and Annuity Company, Nassau Life Insurance Company and Nassau Life Insurance Company of Kansas are subsidiaries of Nassau Financial Group. The insurers are separate entities and each is responsible only for its own financial condition and contractual obligations. BPD41662

Insurance Products: NOT FDIC or NCUAA Insured | NO Bank or Credit Union Guarantee

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Anthony LaRosaIntroducing Automated Producer Validation in eApp