Learn How to Get Started with Crump - AccessAllstate

New Business Processing
The Client Services team tracks all applications and related premiums. Upon receipt, all applications are
immediately assigned to a case manager for processing and tracking. Your Crump/Allstate case manager inputs
your client’s information/data and begins the preliminary underwriting process (the same day). For all cases, a
confirmation letter stating that the case was received along with the requirements received/ordered will be sent to
you.
As your Crump/Allstate case manager tracks your pending applications through policy issue, you will be kept
informed of the progress through Pending Status Reports sent by e-mail, fax, or mail, depending on the method
you choose. We encourage you to check your case status on the Allstate/Crump web site. After the application has
been approved, your Crump/Allstate case manager will continue to track the case until the delivery requirements
are received. From there, your Crump/Allstate case manager will confirm with the carrier that the client’s policy is
“in-force” and work with the carrier on the release of the compensation.
Underwriting Support for Life Cases
The Crump Underwriters have the knowledge and skill needed to assist with your toughest cases. We will work
with you from receipt of the informal inquiry through policy issue. Our carrier relationships allow us to negotiate
on your behalf based on your client’s situation. In addition, we can look at your cases from many angles resulting in
aggressive underwriting offers for your clients.
Forms and Documents
You can find the forms you need through the comprehensive Forms tool on the Crump/Allstate web site.
Applications should be completed with any required replacement forms, 1035 Exchange forms, HIV forms,
disclosure forms, and avocation questionnaires.
Insurance Carrier Contracting and Appointments
Many insurance companies have a adopted a “Just in Time” appointment approach whereby they require the
submission of a new business application prior to appointing an agent. Some insurance companies do require an
appointment be in place prior to solicitation of an application or what is referred to as a “restricted state” and
information on those can be found in Tools>Pre-Appointments on the Crump web site.
A current life insurance license in the state(s) in which you wish to do business is required prior to solicitation of
an application. Many states require continuing education requirements for the sale of long term care and annuity
products prior to solicitation as well.
Commissions
Commissions will be paid to you via Allstate and can be viewed on www.allstate.crumplifeinsurance.com in the
“Allstate Information” section. Inquiries should be directed to AFCompensation@Allstate.com.
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FOR PRODUCER USE ONLY - not intended for use in solicitation of sales to the public. Products offered through Crump are not approved for use in all states and may
not be available to all producers. 03.13 NACC10-1585-A , expiration date June 2014 Copyright 2013 Crump Life Insurance Services, Inc.