Foresters Live Well Plus Life Applications Portal - Frequently Asked Questions
How Do I Start an Illustration or Application?
Start a new illustration or application directly from the Home page by selecting the Start Illustration/Application button on the product selection tile.
You can also start an application from the Application Management screen by selecting the New Illustration/Application button.
What is Application Management?
Provides you, as the Producer, the ability to view a list of your cases along with the status and high-level details of each case. This includes the ability to resume in-progress applications within the 15-calendar day window by clicking on the three vertical dots under Actions and choosing Continue Illustration/Application. This tool is helpful as it provides a record of previous cases and their respective status.
What Can Be Viewed on Application Management?
The statuses and high-level details of Foresters Live Well Plus cases on screen.
What Time Frame is Available on Application Management?
The viewer can select the following time period from the dropdown menu:
7 days: display the status of all applications for the last seven days, ending the evening before.
30 days: display the status of all applications for the last 30 days, ending the evening before.
90 days: display the status of all applications for the last 90 days, ending the evening before.
365 days: display the status of all applications for the last 365 days, ending the evening before.
What Do the Tiles Across the Top of the Screen Show?
The workflow tiles across the top of the screen display the relevant number of items for the time period selected. These can be viewed as a waterfall, moving from left to right through the application process. You could use this information to determine if there are any roadblocks or areas for improvement.
How Can I Search for a Case?
Enter the ARCID or policy number in the ‘Search for an illustration/application’ box to easily search and display the desired result. If the record does not exist, the table below will be blank. Check your entry for accuracy or contact the Afficiency Customer Support Team for assistance.
How Can I Search for a Particular Case by Status?
Select the desired status from the Application Status dropdown box to display only applicable records in the table below. Application Status incudes:
| Status | Definition |
| Illustration generated | Illustration generated but application not started yet |
| Pending interview(s) | Application started but one or more interviews incomplete |
| Pending Government ID | Government ID required but not uploaded yet |
| Pending ID review – Foresters | ID review required by Foresters and not yet completed |
| RUW | Refer to Underwriter – when manual underwriting is required and still pending |
| Pending payment details | Offer made but no payment details provided yet |
| Pending AML review | If planned premium in the first 12 months is ≥ $100K, must go to AML team for review pre-issue |
| Pending signature(s) | Pending one or more signatures (not including producer) |
| Pending agent validation | When producer issues still exist and are the only issue preventing producer from being prompted to obtain client signatures |
| Pending agent certification | Pending completion of agent cert and agent signature |
| Pending 90-day change | Application has been re-opened for 90-day change but is in progress |
| NPW | Not Proceeded With – NPW reasons can include: offer expired, timeout, agent licensing, payment, ineligible, and AIF (already in force) |
| Decline | Declined based on underwriting (automated or manual); AML decline; ID Check decline |
How Can I Search for a Case by Afficiency Customer Support Ticket Status?
You can display records by the desired Afficiency Customer Support Ticket Status by selecting the status from the Ticket Status dropdown box. Status includes:
How Can I Remove All Filters Applied to my Application Management View?
All filters can be removed by selecting the ‘Clear all Filters’ button. Try this first if you are having troubles finding a particular application.
What Information is Displayed in the Application Management Table?
The following information is displayed in the table:
o Continue Application: Resume incomplete applications from last point in the journey for applications within your 15-calendar day window.
o Open a customer support ticket: Directly links to the Afficiency Customer Support team.
How Do I Continue an Application in Progress?
To continue an illustration or application, use the filter/sort options to find the application in the list below. You can also enter the ARC ID in the search box to quickly narrow the list. From there, find the “Actions” column on the far-right side and click on the 3 vertical dots to open the menu and select “Continue Application.” You can only continue applications that show “In Progress” in the Status field that are within the 15-calendar day window.
Can I Download My Client’s Insurance Documents From this Portal?
As the Producer, you have an opportunity to download the Data Pages, Contract and Certificate Issue Statement. This opportunity is presented to you during the application process on the Congratulation screen.
Can I Access my Foresters Contracting or Commission Information from this Portal?
Please contact Foresters at 1-866-466-7166 Monday-Friday from 9am to 6pm ET.
Why is My Case Not Appearing in the Listing?
All cases that have been initiated will appear, within the hour, in the bottom section of the Applications Management page. Contact the Afficiency Customer Support Team for assistance if a case does not display after an hour has elapsed.
To display a case that has not progressed beyond an illustration, enter the ARC ID into the search function and it will display in the table at the bottom of the screen.
How will a Case Appear where Split Commissions are involved?
The case will only display for the producer designated as the writing producer on the certificate.