Introducing Broker Dealer Suitability Forms within Quote & Apply

Reid Tattersall

10/15/2023 · 2 min read

Simplifying Suitability Forms

In today's fast-paced world, efficiency and convenience are paramount. Advisors are constantly seeking ways to streamline their processes, improve customer experiences, and reduce administrative overhead.

A standout features of Quote & Apply is its ability to bundle a broker dealer's suitability form with the insurance application. Suitability forms are an essential part of the insurance industry, ensuring that the recommended insurance product aligns with the client's financial situation and needs. However, completing these forms can be a hassle for both advisors and clients.

Quote & Apply takes care of this by integrating the suitability form seamlessly into the application process. Advisors or clients can complete the eApp online, answering questions in a user-friendly interface.

This innovative feature simplifies the insurance application process by bundling a broker dealer's suitability form with the insurance application's DocuSign.

DocuSign Process

The Old Way of Doing Things

Traditionally, the insurance application process involved numerous cumbersome steps. Advisors had to navigate through a multitude of forms, applications, and suitability questionnaires. They had to ensure that clients completed each step correctly, which often resulted in time-consuming back-and-forths, not to mention the risk of missing answers.

But those days are now behind us. With Quote & Apply, we have reimagined the insurance application process, making it faster, easier, and more efficient than ever before.

Which Broker Dealers are Supported?

Lincoln Investment is currently the only broker dealer supported. Please email your broker dealer's suitability forms to [email protected] if you'd like them added to Quote & Apply. BackNine is temporarily waiving the $99/month or $1,000/year fee per broker dealer to have their forms bundled into Quote & Apply.

Where to find completed suitability forms?

When the eApplication is completed, you'll find the suitability forms within the case in BOSS.
Advisor Forms


Quote & Apply is a game-changing feature for insurance professionals, simplifying the application process and enhancing the overall experience for both agents and clients. By bundling a broker dealer's suitability form with the insurance application's DocuSign, we've eliminated the complexities of the past and brought insurance into the 21st century.

This innovative feature represents a significant step forward in the insurance industry, enabling faster, more secure, and more efficient application processing. It's time to leave the old ways of paperwork behind and embrace the future of insurance with Quote & Apply. Try it today and experience the difference for yourself!