1035 Exchange Support Services

eNoah provides end-to-end support services for the 1035 Exchange process, allowing you to devote proactive, aggressive attention to decreasing cycle times and supporting faster placement of approved and accepted insurance policies.

This includes:

1035 Exchange/Replacement notification to the ceding/transferring carrier
1035 Exchange initiation, including in-good-order review
Illustration services for state-specific needs, which are included with the request
Follow-up and tracking of the 1035 Exchange progress with the ceding/transferring carrier
Proactive updates to the Agent and/or BGA on the progress of the 1035 Exchange

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Other Key Services Include

Case Management Services

Commission Management Services

Medical Records Retrieval

Medical Records Summarization

Insurance Illustration Support

Policy Owner Services

Inforce Policy Services

What are the Benefits of eNoah’s 1035 Exchange Support Services?

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We expedite the exchange process through rigorous and time-sensitive follow-up.

Some carriers have a long waiting period. We follow these up aggressively, as per the schedule.

The 1035 exchange is part of application processing. The policy will be placed in force only after the funds are received, unless advised otherwise.

We expedite follow-ups per request. All statuses are updated within your 1035 system, which provides clear tracking on the progress of the 1035 exchange.

Flexible Model: If the work is not completed during the day shift, overflow work is processed by the night staff. With a unique 24-hour staffing model, eNoah processes work around the clock.

If we cannot reach a live person after a long waiting period, we will push the follow-up to the very next day. For some carriers, we will follow-up via email or fax as well as phone.