📖Step-by-step guideEvery e-app screen in order with screenshots, plus the word-for-word script to read while the client signs. Underwrite first — the app is just data entry.
▶Videos & PDFsWhat the client sees when they sign. Watch before the call, or screen-share it live so you can walk them through it.
🎤Voice signatureAmerican Amicable and AHL accept a recorded voice signature instead of the text/email e-sign — details on their cards.
Aetna Senior Supplemental
Accendo Final Expense (Preferred / Standard / Modified)
6-digit authorization code by text or email
American Amicable
🎤 Voice sigSenior Choice · Home Protector (immediate decision)
Text code + link (client types their name)
American Home Life (AHL)
🎤 Voice sigVoice signature by phone: call the AHL voice-signature line at 800-298-6020 to record the client's signature. The number isn't published anywhere on AHL's website and their site doesn't explain the process — save it.
Americo
Eagle Select · Term · IUL (same e-app layout)
Two text codes — one before the medical check, one to submit
Corebridge (AIG)
SimpliNow Legacy SIWL · GIWL
Two emailed signature ceremonies (HIPAA, then final)
Foresters
Foresters runs on iPipeline — this official PDF shows each screen the client sees when signing. The Corebridge video shows the same flow in motion.
Liberty Bankers
Final Expense (Preferred / Standard / Modified)
Single 6-digit text code
NB
NewBridge (Final Expense)
eConsent + eSign with a PIN — exactly what the client taps through on their phone. The two one-page PDFs are visual aids you can screen-share or text to the client.
Royal Neighbors
Ensured Legacy Final Expense
Agent signs first (DocuSign), then client gets a text with a 5-digit secure code
Transamerica — FE Express
Final Expense Express Solution (needs Express Access — see Carrier Contacts)
Three text signatures — identity, mid-app review, final sign & pay
Transamerica — Immediate / Easy Solution
Immediate Solution · Easy Solution · 10 Pay
Emailed signature ceremony with a PIN you set
United Home Life
UHL's official customer e-sign video — short and client-friendly; you can send this one straight to the client.
