Two Insurance Marketing Powerhouses Announce Merger

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The PILLAR System: An Exclusive Practice Management and Seminar System

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Apps Rejected Because of Outdated HIPAA Forms
Source: Legal and General America

Apps without current or complete HIPAA forms are being rejected

The Authorization to Obtain and Disclose Information forms ("HIPAA" forms) for Banner and William Penn were updated twice in the past eighteen months. They were updated most recently in the first quarter of 2017, at which time you were notified that we would accept the prior HIPAA forms until April 24, 2017. 

We are currently rejecting a large number of applications daily because agencies are either sending outdated HIPAA forms or not including them at all. This is delaying service for your customers because we cannot begin underwriting unless we have a current HIPAA form that is fully completed and signed. 

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Substandard Underwriting: Comorbid Impairments

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Webinar On-Demand: Opportunities Generated by the Tax Cut and Jobs Act (TCJA)

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