Capture the case once, then finish the carrier application later without chasing the client for missing information.
● Case workspace
00A · Agent identity
Licensed Insurance Agent
Complete these details once. Vertex Aegis uses them throughout the case, private client links, confirmation emails and agent attribution.
Identity used for this workspace:Enter agent name and NPN above.
00 · My cases
Vertex Aegis Insurance Case Dashboard
Every secure client request and completed client portal submission appears here. Open a case to pull the client's private information back into the same application.
0Total cases
0Private complete
0Submitted
0Needs attention
Case
Client
Carrier
Status
Action
No cases loaded yet.
01 · Identity first
Client & Social Security verification
The intake follows the identity-first logic used in carrier workflows: establish the applicant's legal identity and SSN before moving through the rest of the case. National Life's public client-ID guidance specifically lists legal name, date of birth, SSN/Tax ID and address as identity data checked against a third-party validator. citeturn0search12
Agent talking point: The Social Security number is used for identity verification and, where authorized by the carrier, to help match the applicant to third-party underwriting/verification sources. The exact data sources and requirements vary by carrier; do not promise that an SSN alone guarantees access to any particular medical record.
📍 Start typing and select the Google Maps address suggestion to auto-fill city, state and ZIP.
02 · Government ID & driving/background
License, criminal history & driving record
Complete this section before underwriting. These questions are separate from the health interview and should not be skipped when the carrier asks for them.
03 · Case design
Policy & financial design
Build the case information before moving into SalesLink/e-App.
Replacement detail: collect the current policy information before submitting the new application.
04 · Underwriting
Health, lifestyle & risk profile
Detailed pre-application interview designed to reduce missed health information. It does not determine eligibility or an underwriting class.
General health
Primary care physician & medical providers
Provider details matter: for every medical condition answered “Yes,” identify where it is treated, which doctor treats it, whether that doctor is the PCP or a specialist, and the medical facility/clinic.
Condition-specific provider details
Medications
Medical history — ask every question
Lifestyle & special risks
04A · Health review checkpoint
🩺 Revisión de información de salud
Antes de continuar con la información privada, haga una pausa y confirme que la información de salud que el cliente proporcionó durante la conversación quedó registrada de forma completa y coherente.
Listo para revisar. Esta revisión comprueba que las respuestas principales estén registradas; no determina elegibilidad, riesgo ni clase de suscripción.
Pendiente
Pendiente
Pendiente
Pendiente
02A · Identity document link
Identity document & secure client upload
Keep the identity-document workflow directly beside the Government ID & driving/background section. If the client prefers not to provide the document verbally, send this private link so they can complete the identity details and upload the actual document from their phone.
Identity document: A driver's license is not required for every applicant. Select the document actually used for identity verification (State/Government ID, Green Card, Passport, Consular ID, or another ID number). The client can upload a photo/PDF from the private portal.
🔗 Centro de enlaces privados
Cada enlace vence en 10 minutos. Puede abrirlo directamente, copiarlo para enviarlo manualmente o enviarlo por email.
If the client sends the document to you directly by an approved channel, upload it here and associate it with the same case.
Capture parent history separately. Use Unknown where the client genuinely does not know rather than forcing a guess.
Mother
Father
Family history summary:No parent history entered yet.
05 · Beneficiaries & ownership
Beneficiary structure
Add one, two, three, four or more beneficiaries. Primary and contingent beneficiaries are tracked separately, with DOB and percentage for each person.
Primary beneficiaries
Contingent beneficiaries
Primary total: 0% · Contingent total: 0%
06 · Private banking & secure case
Banking link & private case status
Trust-first workflow: The identity/document workflow is now kept with Section 02. This section is reserved for the separate Banking link and the overall secure-case status. If the client prefers not to provide routing/account information verbally, send the banking link by email.
Banking link
This is a different private link from the identity/document link. It lets the client enter routing and account information privately.
El botón de generación crea enlaces nuevos de 10 minutos para la identidad y el banco. Si solo necesita el enlace bancario, puede usar este botón y después abrirlo, copiarlo o enviarlo.
Private links: create the case or press Generate / refresh private links. You can then open each portal directly, copy the URL for manual sharing, or send it by email. Every generated private link expires in 10 minutes.
07 · Client confirmation & final submission
Final review before carrier application
The agent reviews the complete case. Before the final Vertex submission, the client confirms the responsibility statement using a one-time verification code.
Responsibility statement to read to the client:
Cliente, usted declara que ha revisado la información proporcionada en esta solicitud y entiende que la compañía de seguros utilizará la información suministrada para evaluar y procesar su solicitud conforme a sus requisitos. Usted confirma que la información es verdadera, completa y correcta según su leal saber y entender. La prima inicial podrá cobrarse después de la aprobación de la póliza conforme a las reglas de la compañía. El tiempo de suscripción es estimado y puede variar según el producto, la compañía y los requisitos del caso.
08 · Documents
Illustration & supporting attachments
Attach the illustration presented to the client and any other supporting documents you want retained with the case.
Recommended: final illustration PDF used during the appointment.
Examples: existing policy, ID, medical records or other carrier-required documents.
Client confirmation: when the case is submitted, Vertex Aegis Insurance can send the client a confirmation email with the illustration attached, subject to your configured email service.
09 · Client responsibility & acknowledgment
Terms, premium timing & acknowledgment
Show this section at the end of the appointment. The client should review the language and acknowledge it before the application is submitted.
Client acknowledgment
Yo, el/la cliente, declaro que he revisado la información proporcionada en esta solicitud y entiendo que la compañía de seguros utilizará la información suministrada para evaluar y procesar mi solicitud. Entiendo que la aprobación, los requisitos de suscripción y los tiempos de procesamiento dependen de la compañía y de la información recibida.
Entiendo que, una vez que mi póliza sea aprobada y emitida/colocada, la prima inicial será programada para cobrarse aproximadamente 24 a 48 horas después, salvo que la compañía indique un calendario diferente. También entiendo que el proceso de aprobación puede tomar aproximadamente 7 a 14 días en casos sencillos, pero puede tardar más si la compañía solicita requisitos adicionales.
1. SolicitudInformación completa y firma/confirmación según corresponda.
2. SuscripciónLa compañía revisa el riesgo y puede solicitar requisitos adicionales.
3. Aprobación y cobroSi se aprueba y emite/coloca, el primer cobro se programa según las reglas de la compañía.
10 · Submission & delivery
Agent identity & secure case
The private links and final verification code use email. SMS and WhatsApp are intentionally not part of this version.
09A · Optional document request
Request one additional document
Use only when needed. This creates a separate document-only link. The client does not enter personal, medical or banking data — only selects/uses the requested document and uploads or photographs it.
