Application Process
Life insurance does not have to be a difficult process. Accountant’s Insurance Direct strives to make this process as easy and transparent as possible. Utilizing our nationwide network of agents and insurance carriers we’ll help you find the policy best suited to your needs and life station.
Shop the Market for the Best Rates
Pick the Application Process that Suits You
Enjoy Peace of Mind Knowing You're Covered
Things to Consider
HEALTH INFO
Life Insurance rates are based on your age and health. Make sure to provide accurate information for realistic rates.
MEDICAL EXAM
Today many insurance carriers are offering insurance without a medical exam but depending on your age and health it may still be best to complete a medical exam. Just Ask.
PRODUCT SELECTION
Decide how much insurance you need and what type of Life Insurance best fits your needs.
APPLYING
Today many insurance carriers are offering insurance without a medical exam but depending on your age and health it may still be best to complete a medical exam. Just Ask.
PRICING
We will assist in reviewing pricing for multiple options to make sure you find the product that best fits your needs and budget.
APPROVAL
Once approved a policy will be mailed or emailed for you to accept and make your payment.
Applying for life insurance is easier than you think
How to Apply
Quoting
Provide your health information and confirm your rates with one of our insurance carriers. Accountant’s Insurance Direct can help pre-screen any health issue you may have and make sure you are provided with the market’s best rates.
Product Selection
Decide which face amount and length of coverage you’d like, and what your budget is. Accountant’s Insurance Direct can help walk you through each product type and shop the market for the best solutions tailored to your needs.
Securing Coverage
We provide options for both an Online or Paper Application, and we have product options that allow you to apply without a medical exam – just let us know what you prefer. Once approved we will confirm your final rate and send you a copy of your contract and documents to complete your life insurance, once accepted and the premium is paid you’re covered!
Contact Us
Phone: 866-714-5623
Email: info@accountantsinsurancedirect.com