Capitas Quick Life
Access the Capitas Quick Life Login Screen
Capitas Quick Life is a way for financial advisors, insurance agencies, affinity groups and financial institutions to offer, quote and process term life insurance. Quick Life is the most efficient way to distribute high volumes of life insurance.
Once cases are submitted, the Capitas Quick Life processing center performs all quality control, processing, requirement chasing and case management on the policies to get them in force most efficiently.
A central dashboard allows advisors to refer clients, submit electronic applications, check case status, run reports, and communicate with their own dedicated Quick Life team.
Once cases are submitted, the Capitas Quick Life processing center performs all quality control, processing, requirement chasing and case management on the policies to get them in force most efficiently.
A central dashboard allows advisors to refer clients, submit electronic applications, check case status, run reports, and communicate with their own dedicated Quick Life team.
| • | Provide objective policy assessments before processing any case |
| • | Provide the client with a review of all alternatives |
| • | Take responsibility for all processing and documentation of the life settlement case |
| • | Utilize state-of-the-art software to set case values and solicit the best bids |
| • | Improve the overall success rate of closing a life settlement case |
Quick Life offers these advantages:
| • | Automated pre-sale rating and quoting services |
| • | Electronic applications to eliminate paper |
| • | Complete application processing |
| • | Requirement chasing |
| • | Comprehensive, concierge-level case management |
| • | Underwriting review |
| • | Approved policy accuracy review |
How does Quick Life work?
For more information on Capitas Quick Life, please contact Tracy Simpson at 704-927-0101 x107.