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CLIC Mobile Version 4

CLIC Mobile

by Columbus Life Insurance Company

What is it about?

CLIC Mobile Version 4.2 helps financial professionals view, respond to requirements and accept offers in their pending book of business with Columbus Life. The app also allows financial professionals to quote Voyager UL®, Nautical Term®, and Indexed Explorer Plus®, from the Columbus Life family of products.

App Details

Version
4.4.1
Rating
(7)
Size
26Mb
Genre
Business Finance
Last updated
August 10, 2023
Release date
February 29, 2016
More info

App Screenshots

App Store Description

CLIC Mobile Version 4.2 helps financial professionals view, respond to requirements and accept offers in their pending book of business with Columbus Life. The app also allows financial professionals to quote Voyager UL®, Nautical Term®, and Indexed Explorer Plus®, from the Columbus Life family of products.

Version 4.2 offers an enhanced user experience for producers to quickly and easily recognize clients within their pending case list.

The CLIC Mobile app with pending business, price quote and underwriting rate quote functionality already includes:

• Keeping you up-to-date on your pending book of business

• Allows you to respond to individual requirements

• Notifies you when:
- New outstanding requirements have been requested;
- An offer has been extended; and
- A case has been issued—with mail tracking on FedEx shipments for your convenience!

• Allows you to accept an offer and have the policy e-Delivered or mailed


• Helps you contact New Business/Underwriting teams directly through a secure form or a phone call


• Gives you quotes for our Voyager UL or Nautical Term products


• Simplified sort functionality on pending business case list


• Underwriter’s name displayed on each pending case under the Application Summary


• RVP contact info in Contact Form for demo login


• Ability to compare price across products


• GA/Sub GA view of pending business


• Search functionality on pending case list


• Preliminary Underwriting Rate Quote module


• Enhanced pending case filter capabilities


• Enhanced illustration request with name, state and rating options


• Target Premium on pending cases


• Progress Indicator on Price and Underwriting Rate Quote Modules


• Touch and Face ID Login!


• CSO Tables Updated


• Case Accept Issue Instructions


• Addition of Supplemental Coverage Amount in Pending Business


• IUL price quote functionality


• Securely scan and upload documents to our New Business and Underwriting teams to keep your business moving!


• As well as other code enhancements


Privacy Policy
https://www.westernsouthern.com/privacy-policy


By downloading and using this app you agree to the terms of End-User License Agreement found in the app.

For Financial Professional Use Only. Not for use with the public.

This app is intended to provide a general overview of our products. Please review each product's Producer Guide, Client Guide and Product Specification Sheet for full product details.

Voyager Universal Life® Flexible Premium Universal Life Insurance Policy series ICC10 CL 87 1006 and Nautical Term® Term Life Insurance Policy series ICC19 CL 83 1901. Indexed Explorer Plus® Flexible Premium Adjustable Life Policy with Indexed Options Policy series ICC17 CL 88 1708.

Columbus Life is licensed in the District of Columbia and all states except New York. Voyager Flexible Premium Adjustable Life Policy and Nautical Term Life Policy, Indexed Explorer Plus® Flexible Premium Adjustable Life Policy with Indexed Options and some riders may not be available in all states. Product and rider provisions, availability, definitions and benefits may vary by state. Check the approved state variation.

Life insurance products are not bank products, are not a deposit, are not insured by the FDIC, nor any other federal entity, have no bank guarantee, and may lose value. Payment of the benefits of Columbus Life Insurance Company products is backed by the full financial strength of Columbus Life Insurance Company, Cincinnati, Ohio.

CL-MOB-DES-0522

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