Submit Business – Life Insurance
It’s easy to do business with The Principal – every step of the way! You’ll benefit from simple submission tools such as Life E-App and other tools below to assist you in sending us your cases.
- 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 (use for UL products - 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 complete application process, including eSignature. This link is for Principal Advisor Network access only; independent advisor 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 trained professional to complete the medical portion Part B (Part II) of the application for you. (Login required.)
- New Business Guide (PDF) - Outlines how to get your business submitted quickly and accurately.
- Underwriting Overview Presentation (34:18)
Life Drop Ticket
View Drop Ticket Training Demonstration (10:59)
E-App Overview Flyer (DD9156A)
Outlines the key features of E-App, its system requirements and the workflow process.
Life E-App Training Tools
Contact your home office case manager at 800-654-4278, option 3,2. For technical questions, contact your Business Center Technology Director/Field Technology Administrator or the TechHelp line at 800-554-3395.