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I can't give any details but I wanted to make it known that an agent looks to be getting terminated for cause for doing applications on his ipad using a PDF form program on his ipad or Android. He was not one of our agents but he called me because I had posted in a thread several years ago that it was easy to do on the ipad.
I checked with the companies back then and they were all the same answer. They do NOT allow it. No gray area. Do not do it unless it is an official company designed ipad program like Americo has.
Any agent who gets caught will be terminated (possibly for cause) and possibly every application recinded (canceled with full chargeback.)
iPads are great for quoters, underwriting guides, ht weight charts, etc. But do NOT use unauthorized PDF applications on them. Huge mistake.
That is today's Monkey Dust that might not make you any money but will save you on lawyer bills.
I checked with the companies back then and they were all the same answer. They do NOT allow it. No gray area. Do not do it unless it is an official company designed ipad program like Americo has.
Any agent who gets caught will be terminated (possibly for cause) and possibly every application recinded (canceled with full chargeback.)
iPads are great for quoters, underwriting guides, ht weight charts, etc. But do NOT use unauthorized PDF applications on them. Huge mistake.
That is today's Monkey Dust that might not make you any money but will save you on lawyer bills.