How to Start a Quote for Ideal Flex Hospital Indemnity from American Home Life
This training module provides step-by-step instructions for starting a quote and launching the eApplication for the Ideal Flex Hospital Indemnity product through the Ideal Flex Series platform. Whether you’re a new agent or just need a quick refresher, this guide walks you through each stage of the quoting process to ensure accuracy and speed.
You’ll learn how to:
Log in and navigate and start a new quote Enter primary location and your clients details Adjust plan benefits and riders to suite your clients goals
By the end of this training, you’ll know exactly how to generate quotes and begin the application process for Ideal Flex — confidently and compliantly.
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