An Agents guide to the Agent Onboarding Process

Welcome to e. Life. Agents will receive this guide attached to their welcome email from e. Life. To be authorized to use the e. Life Platform for selling life insurance, all Agents must first complete the e. Life on-boarding process. The on-boarding process can only be completed online. This guide is designed to help Agents by explaining the process, step-by-step. The on-boarding process explained in this guide includes four steps: 1. Choosing a personal password to sign in with in future 2. Reading and agreeing e. Life’s ‘Agent Code of Conduct’ 3. Reading the Product and Underwriting Guide 4. Completing and passing the e. Life Agent Certification Exam e. Life Copyright 2015 Version 1. 0

Welcome e. Mail ◙ noreply@elifesolutions. com ◙ john@wayne. com The process starts with the Agent receiving this automated welcome email inviting them to complete the ‘onboarding’ process This email explains each step of the on-boarding process e. Life Copyright 2015 Version 1. 0

Choose a Password To sign in, use the ‘Username’ and ‘Password’ provided in the

Choose a Password As soon as you sign in, you will be asked to

Agent Welcome This is the name of the Agent that is signed in The Agent on -boarding process starts here Click ‘Next’ to progress to the next screen and ‘Back’ for previous screen e. Life Copyright 2015 Version 1. 0

Confirm Agent Details On this screen you will be asked for personal information for

Agree the Agent Code of Conduct Scroll to read the Code of Conduct …then

Read the e. Life Product Guide Scroll to read the Product Guide …then check

Take the Agent Certification Exam Click here to start the exam e. Life Copyright

Take the Agent Certification Exam This is the Agent Exam, consisting of 33 questions. There are 13 questions relating to the Agent Code of Conduct and 20 questions relating to the Product and Underwriting Guide. e. Life Copyright 2015 Version 1. 0

Take the Agent Certification Exam Click here at any time to view the Product

Take the Agent Certification Exam Click here at any time to view the Code

Submit the Agent Certification Exam This is the last page of the Agent Exam Click here to submit the Exam. You need a score 10/13 for the questions relating to the Agent Code of Conduct and 15/20 for the questions relating to the Product and Underwriting Guide. e. Life Copyright 2015 Version 1. 0

Exam Completed Successfully If you are NOT successful, you will get a second chance to take the exam. If you are not successful a second time, you will need to contact your Agency Administrator to allow further chances to take the exam. e. Life Copyright 2015 Version 1. 0

Exam Completed Successfully If you ARE successful, this will be your last screen. You are now ‘on-boarded’ and ready to sell the e. Term Express policy. Clicking the ‘home’ button will take you to the screen where you can start the ‘Application’ process for an e. Term Express policy. e. Life Copyright 2015 Version 1. 0