Submit Business – Life Insurance
It’s easy to do business with Principal! You’ll benefit from simple submission tools such as Life E-App and other resources below to assist you in sending us your cases.
Quick Links
- Life Drop Ticket (use for Term products - all access) – Speed up the application process by submitting basic coverage and insured information. Principal TeleApp contacts the insured to complete the Part A, B and applicable forms with eSignature. Not available in NY. Learn more. (PDF)
- Life E-App (Principal Advisor Network access only) – Powered by iPipeline®, this tool helps take the guess work out of insurance paperwork by electronically guiding you through the application process, including eSignature. Eligible products: universal life, indexed universal life, and term. Variable universal life and survivorship universal life products are not eligible and must use paper applications. This link is for Principal Advisor Network access only; independent financial professional access is provided by the brokerage general agency office. Not available in NY.
- eSend – This electronic submission tool can expedite your new business documents. (Login required.)
- Create an App (login required)– Answer a few quick questions and then get a listing of all the required submission documents for easy viewing and printing.
- Request Part B - Schedule a medical application specialist to complete the medical portion - Part B (Part II) - of the application for you.
- New Business Guide (PDF) - Outlines how to get your business submitted quickly and accurately.
- Application options (PDF)
- TeleApp Guide - Provides an overview of the TeleApp process, helpful tips, and Q&A.
- eSignature guidelines flyer (PDF) - Learn the eSignature guidelines for life insurance and individual disability insurance new business.
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