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SmartApp – secure, easy and fast

Complete and submit your insurance applications online for term life, whole life, universal life and critical illness plans in-person or non-face-to-face with SmartApp’s easy-to-use eSignature process.

Log in with your current Advisor Support ID to get started or try our practice app.

Why do you need SmartApp?

Say goodbye to paper applications – go digital and benefit from using SmartApp for your clients’ insurance applications. Submissions are immediate and processing begins right away, which means your clients get coverage sooner.

Plus, with SmartApp you can:

Prepare quotes and applications from anywhere, on any device.

Get more accurate and complete applications with built-in edits.

Complete applications in person with clients or non face-to-face.

Complete medical questions with your clients or have a paramedical professional complete later.

Review missing information at a glance.

Manage eSignature easily, either in person or remotely.

How it works

Check out our video series to see how SmartApp makes the insurance application process easy.

SmartApp tips for universal life and whole life plans

Learn the easy ways to complete an application with multiple coverage; attach a signed illustration; and complete the verification of identity process for a universal life Non Face-to-Face application.

Helpful resources to get started

Looking for more info? Find everything you need to know about using SmartApp right here.

Get in touch with us

Log into SmartApp using your Advisor Support ID.