Toll free: (800) 648-5278 | Local: (925) 648-4700


Do I need to submit the Trumark New Business Cover Sheet and signed Trumark HIPAA with every formal application?

Yes, the Trumark New Business Cover Sheet assists your case manager in entering the application quickly by giving them important details on the case regarding the agent, the client, medical orders, and if the case was discussed before submission.  Additionally, the signed Trumark HIPAA allows Trumark to obtain access to otherwise confidential information and to discuss the case informally with other carriers should we need to move the case to a different carrier.  It saves you time be not having to go back to the client a second time for signatures if we need to shop the case to other carriers.

Do I need to place my agent identification or Trumark GA number on my submitted application?

No, your Trumark case manager will make sure all identifying information is placed on the application before submitting it to the carrier.  However, you should make sure that the writing name is easily legible on the Trumark New Business Cover Sheet.  Also, clearly make any splits to make sure you commission is processed quickly and correctly when the case is marked in-force.

Are there any new mandatory requirements I should be aware of?

Insurance carriers and states have a certain requirements, which can be changed at their discretion.  Often, applications will not even be entered with some carriers until all the requirements are fulfilled.  Please contact your case manager to discuss any mandatory items so you can ensure your case moves through the new business process with minimal delays.

How will I be notified of my case status?

You will be automatically be notified via email by your assigned case manager any time there is an update regarding your case.  You may also be notified by phone for matters that require further discussion.