Use Our Top Online Tools in Your Selling Process

The pandemic has made the last two years unusual and changed our lives in many ways. Most Americans are seeking convenience in everything from ordering food to car shopping. And you can make doing business easier with our top online tools. We have a range of solutions ready for you to use.

Some of The Standard’s tools can help you connect with clients through social media apps, online applications and electronic signing.

Connect Socially

Most adults continue to shift their attention to social media platforms to stay connected. You can use these social sites to interact with clients and prospects and show them the advantages of income protection.

Try our Social Media Toolkit that includes strategies, draft posts and images. Create your next social post by combining one of the prewritten posts and images to highlight key individual disability insurance topics.

You may also want examples to show how individual disability insurance can affect your clients. Now you can access The Standard’s Income Protection Insurance Calculator. Your clients can use this calculator to list their debts and income. It shows their income exposure if they were unable to work due to a serious health condition.

Access Online Applications

To easily engage with clients with busy lives and schedules, The Standard offers convenient ways to apply for coverage.

Our eApp process allows people to submit applications for IDI coverage with easy sign-and-complete features. You can complete signing in person or remotely, whichever works best for you and your clients.

eApp has built-in features and safeguards to make sure you fill it out accurately and completely before signing. This process can help prevent delays. If you’re interested in eApp, contact your General Agent to help you get started.

Another way to help your clients complete IDI online transactions is with online signing programs, such as DocuSign. You can electronically fill out, sign and submit all your IDI coverage forms for existing and new clients alike. So, if you have service forms, applications or delivery forms, this may be a good fit for your needs. Talk to your General Agent about signing up for the Electronic Signature Program. Completion is at your fingertips.

Try Out Electronic Delivery

Are you familiar with our DocFast^® application? It delivers policies electronically, which can help with time-sensitive documents and convenience. If you need a few reasons to consider DocFast, we put together some key advantages online.

Once you’re ready to get started, take a look at our Agent Instructions for DocFast.

For questions about The Standard’s top online tools, make sure to connect with your General Agent who is ready to help. And stay in touch with IDI Connect for more information about online selling tools.

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