Welcome Advisors and Agents! Below you will find important PDFs that help you conduct business.
IDN Proposal Request
Complete this simple form to generate quotes. Email this form to newbusiness@idesign-network.com
IDN Informal Inquiry
For clients with a more complex medical history, we shop for the best product and carrier.
*This form includes a HIPAA form for the client to sign.
IDN Informal Inquiry
For clients with a more complex medical history, we shop for the best product and carrier.
(No HIPAA form included)
IDN Contracting Checklist
Our simple checklist to get you contracted with a new carrier. Email to contracting@idesign-network.com.
IDN Info for Application Process
This 2 page form will start our application process, as well as eliminate the need for our specialist to ask your client sensitive information over the phone.
IDN HIPAA Release
Stand alone HIPAA release form. Fillable PDF for either electronic or physical signature.