Both I believe (for new or existing). You are
Post# of 4425
Posted On: 11/17/2015 6:03:47 PM
Re: phx_invest #3232
Both I believe (for new or existing).
You are spot on with the roll out as far as I can understand it. It is a state by state legal requirement. This is why Aflac took so long. They paved the road so to speak. There may be some individual internal licensing required for the actual insurance company, but the hard part is already accomplished
The ink'ed question, I do not think that there are any restricted areas. Also, I am not certain if that is the same for all carriers that signed. As far as # of account and timelines, I truly cannot answer. Aflac signed a Master service agreement which is quite impressive. That simplifies any future contracts. My suggestion to you, email Oak River. This is likely a question that Linduff would be proud to answer.
You are spot on with the roll out as far as I can understand it. It is a state by state legal requirement. This is why Aflac took so long. They paved the road so to speak. There may be some individual internal licensing required for the actual insurance company, but the hard part is already accomplished
The ink'ed question, I do not think that there are any restricted areas. Also, I am not certain if that is the same for all carriers that signed. As far as # of account and timelines, I truly cannot answer. Aflac signed a Master service agreement which is quite impressive. That simplifies any future contracts. My suggestion to you, email Oak River. This is likely a question that Linduff would be proud to answer.
Quote:
New or existing - With the ORT platform/integration being used for new policy holders of these agencies or will be used for existing as well?
Roll out - is this a state by state type of roll out due to state requirements/legal/etc? If so, once a state is done/approved/etc for one insurance co for a state is the ramp up 0 time for the next insurance company?
Deals already ink'ed - Are there any projections for each regarding number of accounts that might be using the ORT integration? as well any timelines? As well, are these deals region or state specific or for all regions the insurance company serves?
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