Welcome To App-Solution

The Better Way To Take An Application

*Check out our How-To Videos on the bottom of the page*

Quick-Start Guide

1. Schedule when your client wants to be called by clicking the below link

2. Complete the “AppSolution Interview Form” (Once completed it will automatically be sent to Specific Solutions)

3. Once we confirm you scheduled the appointment, we will send your client the HIPPA to DocuSign (they will also receive a client flyer)

4. Once the interview is completed, we will send the application for signatures (DocuSign when available) 

 

Online Interview Form MUST be completed IMMEDIATELY after scheduling interview in order to secure the interview date/time

Available Days and Times

Monday: 7:00 AM – 1:00 PM

Tuesday: 1:00 PM – 7:00 PM

Wednesday: 7:00 AM – 1:00 PM

Thursday: 1:00 PM – 7:00 PM

Friday: 7:00 AM – 1:00 PM

Saturday: 8:00 AM – 12:00 PM

Sunday: None

 

Online Interview Form MUST be completed IMMEDIATELY after scheduling interview in order to secure the interview date/time

Online Interview Form MUST be completed IMMEDIATELY after scheduling interview in order to secure the interview date/time

How-To Submit an AppSolution

How-To Sign using DocuSign

See What Agents Are Saying!

“The AppSolution process has fundamentally and positively changed the speed in how quickly and efficiently applications are processed.”

“The AppSolution process gives me confidence that the application is completed correctly and timely. This allows me to continue working with others, knowing my clients are in good hands.”

“During COVID-19 the AppSolution process has led to no interruption in business production, as clients can take the application over the phone and then sign them through the computer. Specific Solutions is allowing me to be more productive.”

“Specific Solutions’ AppSolution Process is really remarkable. They take the application for our Advisors and this includes all of Specific’s Insurance Products, so we still get the objectiveness of utilizing their 50+ carriers, and at the same time my advisors can now position insurance with their clients without having to go through the painstaking process of completing unfamiliar applications. Once the client and advisor decide to mover forward, the advisors does a few quick things online then Specific Solutions takes it to approval and delivery. This has changed our approach to the protection piece when it comes to planning for our clients.”- Tim VanSlooten, Program Manager, Lakeland Bank

“Specific Solutions’ AppSolution Process has increased our insurance applications with our advisor team. The process eliminates the paperwork associated with taking insurance applications and creates a seamless client experience. It has increased productivity and our advisors have more time manage relationships.” – Mike George, President, Fulton Bank

 

Still have questions? We want to answer them!

Phone: (800) 873-2345

Copyright 2020