As a financial professional, you’ve heard of drop tickets and e-applications (e-apps). You have received emails encouraging the use of these electronic options and read that using electronic submission methods decreases issue time frames. You were also told forms would be current, and in-good-order rates would be greatly increased. Despite the positives associated with these electronic avenues, you haven’t attempted to submit a drop ticket or e-app.
If the first paragraph describes you, know that you’re not alone. There are numerous financial professionals who have yet to explore the various electronic avenues that exist, or consider how using these electronic methods could positively impact their businesses.