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.

 

 

 

For additional tools & resources Click Here.