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 (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 application process, including eSignature. 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)
     
• Underwriting Overview Presentation (36:45) - View this video to learn more about the underwriting process.

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