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Ethos
Application Process
Application Process Overview

Application Process Overview

This provides answers to the most frequently asked questions about the Ethos application process.

How do I track the client application process?
My client's application requires an ETI, how do I resend it?
Will my client need a medical exam?
Are there any automatic disqualifications?
What if my client changes their mind during or after applying?
How does the application process work?
Can a life insurance carrier offer different prices for the same client based on how they buy the policy?
If my client is a foreign national, how should they apply
Can I submit an application for my client without their banking information?
What if my client doesn't understand how to electronically sign their application?
What do I do if my client can’t open the link to complete their application?
Do you have family discounts?
Can I change the effective date for an application I just submitted?
How do I delete an application?
Can I enter practice or test information to make sure the quote or product is what a client wants?
Why can’t my client choose their preferred start date?
What should I do if the wrong email address is applied to an application?
How can a client purchase more than one policy?
Can a client who recently experienced a specific health condition apply for life insurance?
Can I use my own phone number or email when submitting a client’s application?
My client filled out a social media inquiry but doesn’t want to provide payment info through TikTok. What should I do with this lead?
What happens when I archive a client’s application?
Is there a paper application?
Can I add children as riders to a policy?
What types of beneficiaries can be named on a policy?
How do I change an application from one product (like Whole Life) to another (like Term)?
How do I download a digital copy of an application to send to the member?
My client wants to change their draft date. Do I need to rewrite the application?
Why did my client’s rate or coverage change?
How do I withdraw a policy or close an application I submitted for a client?

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