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Anybody with experience with life insurance company paperworks?


i'm an assistant for agents that work with life/investments insurance companies. i'm nervous because i forgot to send in ONE document that goes with the application. i don't want to get fired (anybody know if your boss would get that mad?) and i'm not sure what i should do either to let my other employees know and to help me out send that one document that i didn't last week (hopefully they won't make it a big deal and get me in trouble). anybody have had the same experience where they forgot to send in parts of an application? if so... how did you send in the rest that were missing? anybody got any suggestions/advice to me? thank you... i guess i just need comfort here since this IS my first job and don't want to be viewed as a clumsy *** LOL

thank you once again!

Oh, heck. Call the underwriter that's receiving the paper, explain that you forgot one. Fax it over, so they can see it's there and complete, and put the original in the mail.

It shouldn't be a big deal.

Missing paperwork is common in the insurance industry. It happens. I would talk to your boss and share your concern. If your new there's a learning curve figuring out what form go where. As you complete more paperwork you will learn. You boss might suggest that someone else in the office double check the paperwork before it goes out.

You could also talk to the insurance company and ask if they have a checklist you can use to help you as well.

It's probably unlikely that you boss will be angry to the point of termination.

Hang in there, I've been in the insurance business for over 10 years and I still forget forms from time to time.

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