CREDENTIALS

EAPP TRAINING VIDEOS

• Starting EAPP Application
• EAPP Page Two
• Sending App to Client to sign
• DocuSign from a clients perspective (email)

EAPP PRACTICE PROFILES

The best way to practice writing applications is to do fake policies. Below you will find some sample policies for you to practice on. These are samples just to help you start a policy on a fake client. If information is not provided just make it up. This exercise is for you to simply work on EAPP not to create the best plan for the family.

TRAINING PROFILE #1

LEAD TYPE: UNION IBT (Teamster)

• Proposed Insured A: Marcus Johnson, DOB: 3/9/1982, Male
• Spouse: Tasha Johnson, DOB: 6/11/1985, Female
• Children: Maya (10/2/2013), Micah (12/29/2016)
• Occupation: UPS Driver – Monthly Income: $3,700 | Spouse Cashier $2,500
• Tobacco Use: No
• Owns Home: Owe $135K / 22 years left / 4.75%
• Current Insurance: $25K Job / $0 WL / $0 Term: Spouse: No coverage
• Health Issues: Mild High BP – Controlled (DIET ONLY)
• Doctor A&B: Dr. Karen Bell, Miami – Last Seen: 11/2023
• Pediatrician: Dr. Lewis – Last Seen: 7/2023
• Bank Info: Regions Bank – Routing #062000019, Acct: 4587213497
• Draft Day: 15th

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TRAINING PROFILE #2

LEAD TYPE: CSK

• Proposed Insured A: Daniel Ortiz, DOB: 2/14/1979, Male
• Spouse: Melissa Ortiz, DOB: 8/22/1981
• Children: Sofia (6/15/2012), Diego (3/9/2015), Miguel (7/21/2020, Carlos (10/2/2024)
• Occupation: USPS – Monthly Income: $4,100 Spouse: Homemaker $0
• Tobacco Use: Yes
• Owns Home: Owe $170K / 25 years left / 4.2%
• Current Insurance: $15K Job / $25K WL / $0 Term
• Health Issues: Smoker, otherwise healthy
• Doctor: Dr. Alex Boone – Last Seen: 3/2024
• Pediatrician: Dr. Miles – Last Seen: 10/2023
• Bank Info: TD Bank – Routing #062015019, Acct: 3409872321
• Draft Day: 19th

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TRAINING PROFILE #3

LEAD TYPE: GLOBE

• Proposed Insured A: James Carter, DOB: 11/5/1993, Male
• Spouse: NONE
• Children: NONE
• Occupation: Security Guard (Atlas Security) – Monthly Income: $3,600
• Tobacco Use: No
• Owns Home: Rent
• Current Insurance: $25K Job / $0 WL / $0K Term
• Health Issues: None
• Doctor: Dr. Penelope Cruz – Last Seen: 6/2023
• Bank Info: Wells Fargo – Routing #063107513, Acct: 2957481911
• Draft Day: 28th

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TRAINING PROFILE #4

LEAD TYPE: DCARD

LEAD TYPE: POS

• Proposed Insured A: Robert King, DOB: 4/18/1961, Male
• Spouse: Alicia King, DOB: 7/6/1963
• Children: ADULT
• Occupation: Retired
• Tobacco Use: No
• Owns Home: Owned
• Current Insurance: NONE
• Health Issues: NONE
• Doctor: Dr. Lacey Hill – Last Seen: 8/2023
• Pediatrician: NONE
• Bank Info: Regions Bank – Routing #062000019, Acct: 8792345111
• Draft Day: 15th

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TRAINING PROFILE #5

• Proposed Insured A: Derrick Wilson, DOB: 12/22/1980, Male
• Spouse: Simone Wilson, DOB: 5/9/1984
• Children: Tyler (7/10/2012), Sydney (10/25/2015)
• Occupation: Mechanic – Monthly Income: $5,800 | Spouse: Nurse $5,000
• Tobacco Use: (A)Yes/(B)No
• Owns Home: Owe $90K / 12 years left / 6%
• Current Insurance: $25K Job / $0 WL / $0 Term
• Health Issues: Asthma (mild)
• Doctor: Dr. Gina Cole – Last Seen: 2/2023
• Pediatrician: Dr. Chu – Last Seen: 9/2023
• Bank Info: Regions Bank – Routing #062000019, Acct: 1334567821
• Draft Day: 15th

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HOW TO DOWNLOAD

Option A

Your manager will send you a link and you can download it through the link

Option B

If you have and agent number you will be able to download the EAPP directly from AWS.

Here are the steps to download the EAPP Software from AWS: https://impact.ailife.com

• Select the AWS Tile, Click Support, Click Downloads, Click Download eApp
• Once downloaded you will need to login by updating software.

CREDENTIALS

The EAPP is our software to write applications. This is a program that must be downloaded to your computer. It will only run on Microsoft operating systems (Mac/Chromebook will not work). If you have a mac there is a workaround by using a system like parallels.