Client Types

Client Types

There are three types of clients available.



Individual - An individual client is a single person who owns one or more policies.  An individual's first and last name are required.  Typical individual policies include:
  1. Term Life
  2. Disability
  3. Medicare Supplement
  4. Final Expense

Group - A group client is an employer who owns a policy for the benefit of its employees.  A group name is a required field.  Typical group products include:
  1. Life
  2. LTD
  3. STD
  4. Dental

Worksite - A worksite client is an employee who purchases a policy through their employer.  Premiums are usually payroll deducted.  A worksite client is linked to a group.  The individual and group names are required fields.  Typical worksite products include:
  1. Life
  2. Disability
  3. Vision
  4. Critical Illness