CBLife Annuity Business Goes Paperless

CBLife is committed to making your experience faster and easier when:

  • Submitting apps;
  • Receiving confirmations and updates on new business processing;
  • Delivering policies to contract owners

CBLife is making significant investments in technology, as demonstrated by their recent launches of eApplication and eDelivery for our annuity products. Effective October 1, 2018, CBLife moved to a 100% paperless application process. Please note the following deadline and transition information:

  • October 5, 2018: Last day CBLA 3, 5 & 7 paper applications signed on or before September 30, 2018 in good order can be received by the home office by fax, email or mail. It is important paperwork submitted be clean and complete. Paper applications submitted after October 5, 2018 may be returned to the producer.

For more information and training on eApp and eDelivery, visit the “Training Materials” section on the Resource Center of CBLife.com.

As a reminder:

  • eDelivery distributes the approved issued annuity contract submitted directly to the client within 48 hours of issuance. CBLife also communicates to producers via email that each annuity contract was successfully eDelivered to their client. In addition, producers can check the status of their policies in the “My Cases” section of the eApplication.

For further questions, please contact your CreativeOne team at 800.992.2642. 

The statements and comments offered in this communication are provided for informational purposes only. They are not intended to be, nor should they be relied on as, investment, legal, tax advice or recommendations. Before making a decision or giving advice about any matter contained in this communication, agents or individuals should consult their own attorney, tax or investment advisor.

Products and services are underwritten and/or provided by Colorado Bankers Life Insurance Company® (Durham, NC), licensed in 49 states (excluding New York), the District of Columbia, and Puerto Rico. Products and services may not be available in all states.

18090401

Join the conversation