Editable PDF Application: Helpful Hints

  • You no longer have to print and hand-complete the application in noted states, but can rather type the information directly into the application on your computer. Of course, you can also email it to your client for them to complete. Either way, once it's complete, if a PC-based email program is used, you can simply send it to MedPro electronically via the ‘Submit to MedPro' button at the top of the application..
  • You will be required to download Acrobat Reader v.9 or higher prior to accessing the application. An easy access link is available on the previous page with the map. If an error message is encountered when opening the editable application, your browser may need to be configured to use Adobe Reader. View the instructions on the Adobe web-site on how to configure your browser to use Adobe Reader.
  • You will be required to select a state as a first step prior to saving the application to your desktop. A dropdown of states is located at the top of the application. When first renaming and saving the application, the system may take a few minutes to complete the save. You can save the application any time throughout the process of completion.
  • To help associate the application to your agency, we recommend entering in your agency name and agency number at the top right on the first page before sending it to the applicant or MedPro.
  • A limited number of fields on the editable PDF application are mandatory, and they are highlighted in red. Please note that these applications, unlike our STATUS app, will not go directly to underwriting. They will, like our paper applications, go to a processing team to info-gather missing information and enter the application into our online system prior to submission to underwriting.
  • Electronic submission of the application via the 'Submit to MedPro' button is intended solely for individual applications. Applications that comprise a group submission should be completed, printed, and faxed to MedPro with the completed New Business Processing Form located within 'Templates\Forms and Tools' on the website.
  • When selecting check boxes, click on the box or hit enter to select the field.
  • If there are required fields on the application that are not completed, the system will direct you to the missing information when you attempt to submit the application.
  • To submit the application, you have the option of selecting the 'Submit to MedPro' button located at the top of the screen, or to print and scan/email or fax the application to us. If you 'Submit to MedPro' and use a PC-based email program, an email window will open which will include the application (no longer editable) as an attachment. The body of the email will contain internal verbiage that MedPro will need as part of our indexing system—please do not delete this verbiage.
  • Should you choose to print and scan/email or fax the application via the "Print" button located at the top of the screen, a fax cover sheet will print with the application. The cover sheet will prepopulate with the applicant's first name, last name, the agency name if completed on the app, and the applicant's preferred contact number or email address as noted on the application.
Please feel free to contact our service associates at 800-4MEDPRO (1-800-463-3776) with questions.

MedPro Twitter

 

View more on Twitter