Licensing & Contracting | Premium Administration | Commissions Sales Support

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Frequently
Asked Questions

Licensing & Contracting

How do I contact the Licensing Department?

What do I need to do to get contracted with Columbian?

I’m not appointed yet. What do I enter in the application where it asks for my Agent Number?

How long will it take to get my writing number?

What do you look for in a background check?

I submitted my contract. Why haven’t I received my writing number yet?

How do I cancel my contract?

Premium Administration

Did you get my Monthly Report?

Please contact Agent Collection Administration at 800-423-9765, extension*5914.

How do I transfer policies to another agent?

Please contact Agent Collection Administration at 800-423-9765, extension*5914.

How much is being drafted for my DBAR balance?

Please contact Agent Collection Administration at 800-423-9765, extension*5914.

Commissions

I just received a commission payment. What did I get paid for?

Please refer to your commission information on the Partners Website or contact the Commission Team at 800-423-9765, extension *5908.

I have a negative balance. What caused this balance?

Please refer to your commission information on the Partners Website or contact the Commission Team at 800-423-9765, extension *5908.

Can I make a payment arrangement for my balance owed?

Contact the Commission Team at 800-423-9765, extension *5908.

How do I change my bank account information for direct deposit of my commissions?

Complete the Direct Deposit Authorization for Commissions (Form No. 5117CFG), which is available in your online forms, or contact the Commission Team at 800-423-9765, extension *5908.

Sales Support

I don’t have a writing number yet. How can I get an application?

There are several ways to obtain applications:

  • Contact Sales Support 800-423-9765 extension *7582 and request a “First Application Kit.” The kit will be mailed to you and will include everything you’ll need to write your first few applications.
  • If you would rather receive the documents electronically, we can email the forms to you instead of mailing the kit.
  • You can also print forms directly from the A la carte forms section of the CFG website.

How do I get premium quoting software and apps?

Calculators and quote software can be downloaded from the CFG website here.

I downloaded the calculator app, but I can’t log in.

The Final Expense and Safe Shield® calculator apps require a case-sensitive password the first time you use them. After the first time you’ve used them on your device, you won’t need to enter a password again.

  • For the Final Expense calculator, type in cfgfe
  • For SafeShield® calculator, type in cfgsit

Can I email an application to the company?

For privacy reasons, we do not accept applications by email. Paper applications can be faxed or mailed to the Company. If you have access to our agent portal, Partners, you can utilize the “Document Upload” option under the “Resources” tab to securely submit business.

I just received my writing number. How do I access Partners?

Visit the User Enrollment screen and complete the enrollment/registration details as required on the page.

I can’t log in to Partners. It is not recognizing my user ID and password. What can I do?

a) Use the Reset Password page to reset your password.
b) Contact Sales Support at extension *7582 for assistance.

How do I access electronic applications?

Log in to Partners, click the “Resources” tab and then click “eApp (new product).” eApp is available for Final Expense and SafeShield® only. If are contracted for these products and you don’t see the eApp option, you may need to select Final Expense or Simplified Issue from the “Currently Viewing Business for” drop down menu, then click the “Change” button. If you still don’t see the eApp option, contact Sales Support at 800-423-9765 at extension *7582.

Can I complete an eApp without seeing the client face to face?

In states other than New York, a Final Expense or SafeShield® eApp can be completed over the phone using our Telesale procedure. Please see the Telesale Procedure Guide, form 6085-CL, for instructions.

I just completed an application using the Telesale process. When I responded to the first text, I received the message, “Conversation has timed out.” Why am I receiving this message?

The texts that follow after completing the Telesale Voice Signature Recording need to be replied to within an hour. If you receive this error, please contact New Business at 800-423-9765 extension *5915 so they can find the correct recording for your application.

Where can I find the status of a policy?

Log in to Partners and click the “Policy Search” tab.

  • To view pending policies, click on “Pending Business.”
  • To view policies that have already been issued, click on “All CFG Policy Search.”

How do I order forms?

There are several ways to place a supply order:

  • If you don’t know the form numbers that you would like to order, contact Sales Support at 800-423-9765 extension *7582.
  • If you do know the form numbers that you would like to order, contact the Warehouse directly at extension *7197.
  • For our Final Expense and Safe Shield products, you can use the Supply Order Forms located in the A la carte forms section of the CFG website.

How do I obtain the values to complete the Preliminary Statement of Policy Cost in New York?

There are several ways to obtain the values needed to complete this form:

  • To have the form automatically completed for you, run a quote using the CFG Illustration Software (recommended). After entering the Case Information and Policy Information:
    • a. Click on “Resources” then “Preliminary Statement of Policy Cost” or
    • b. Click on “Full Report.” The completed form will be on the last page of the illustration.
  • Use the values provided in the Preliminary Information Sheet for the product: ­
    • For Final Expense, use Form No. 2574
    • For Life’s Solutions, use Form No. 2596NY
    • For Simple Security, use Form No. 2578
    Please note that the cost indexes shown in these forms are for the lowest face amount available for the plan. Actual indexes for the policy issued may be lower.
  • Call Sales Support at extension *7582 to provide you with the values.

Do you require a phone interview at the point of sale for your Final Expense product?

No, a telephone interview is not required. A phone interview will be conducted only if Underwriting has questions or needs clarification when the application is reviewed.

Do you sell health insurance?

No, we sell life insurance.

What is the highest issue age for any of your products?

The maximum issue age for our Final Expense and Simple Security products is 85.