Options for Logging In

When the app first comes up, you will be asked to identify your role as a user (click images to enlarge):

Uploading as a Policy/Contract Holder or Their Representative

This option does not require a website registration. And this option is not available for Annuity Producers (please use the Agent/Producer login option instead).

Two pieces of information are required:

• Policy/Contract Number - This is the actual policy/contract number for the life & health insurance policy or annuity contract and should not include any other numbers.
  • *IMPORTANT*: Annuity contract numbers may have spaces in them. Make sure you enter the entire contract number including any spaces.
• Policy/Contract Zip Code - This should be from the life & health insurance policy owner's or payor's address, or the annuity contract owner address. Not an Agent/Producer zip code.

Uploading as an Agent/Producer

Uploading as an insurance agent or annuity producer requires log in credentials. These are the same credentials you use for the Life & Health Resource Center (ARC) and/or Annuity Producer Center (APC). website:

• Username - This is your website username.
• Password - This is your website password.

If you have trouble logging in with these credentials on the app, go to website's link above to resolve the issue by resetting your password or registering.

View Upload History

After logging in, you will see the "hamburger" menu on the top right (more about that on the next tab). You can touch "View History" there to bring up the page that will list your last 50 uploads for review.

Permissions to Use the Camera

By default, applications are required to ask the user if it is okay to use the camera. Easy Upload needs camera access to scan and upload insurance documents. This prompt, or one like it, will be shown once you start to scan. Always answer "Allow", "Yes", or "OK" to this prompt when running Easy Upload since the application will not function properly without using the camera:

Resetting Permissions

Sometimes concientious users will automatically or accidentally click "NO" or "Don't Allow" to keep their phones safe, etc. In this case the user can go into settings to reset these camera permission so that Easy Upload will work. Here are the steps for resetting this permission:

iPhone on Safari

• Go to Settings
• Apps
• Safari
• SETTINGS FOR WEBSITES
• Camera - set to Allow

iPhone on Chrome

• Go to Settings
• Apps
• Chrome
• Camera - set toggle to Allow

iPad on Safari

• Go to Settings
• Safari
• Settings for Websites...
• Camera - Set to Allow

iPad on Chrome

• Go to Settings
• Chrome
• Allow Chrome to Access...
• Camera

Android

• Go to Settings
• Site Settings
• Camera
• Camera - Set to Ask
• In the Allow List - Click on EasyUpload, then Allow

After resetting camera permissions, please exit the app and go back in.

Scanning Document Pages

Once you've logged in, you will see the app's Home screen. Note that the screens look a bit different for policy/contract and agent/producer uploads. Generally though, this screen can help with what to do next.

If You Are an Agent AND a Producer

If you've logged in as an agent/producer, it is possible that your user account is registered to sell both insurance policies and annuity contracts. If this is the case, you will be presented with a checkbox to choose between uploading insurance or annuity related documents.

Menus

At the top right, you will see the "hamburger" menu. Touch that and you will get links to use the app:

• Home - The initial home page
• Scan - See a list of pages where you can touch SCAN+ to scann a NEW page
• View History - See a list of uploads you have successfully performed in the past.
• Help Information - Opens this website
• Log Out - Quit the application

Scanning a Document

Along the bottom of the screen you will see some buttons:

• < - Click to go back to the home page
• SCAN + - Click to scan a new document page. The result will be a new thumbnail on this page
• CLEAR - Click to delete all pages (enabled when pages exist)
• UPLOAD - Click to proceed. It will prompt for upload details (enabled when pages exist)

Touch the "SCAN +" button to create a new page. When the scanner opens, the camera will look for a document to highlight. Once found, touch the blue button to snap the picture.

For best results, use these tips:

• Scan in a brightly lit area
• Place on a dark, smooth table
• Away from any table edges
• Check focus before snapping
• Check blue rectangle before snapping
• If nothing found, just scan again

At the end of scanning, the document will be added to the collection of pages where they can be deleted if they don't look 'good'. When you have all the pages scanned as needed, click the Upload button to continue the process.

Uploading a Document

After clicking the upload button, a new page will prompt you for details. The page will look a bit different depending on whether you are uploading as a policy/contract holder or representative or an agent/producer, and whether you are uploading policy/contract documents or life & health enrollment applications.

Uploading Life & Health Policy Documents as a Policy Holder or Representative

The only thing needed to upload a document is to properly classify it. Check the checkbox next to the form type of the document. There are descriptions listed for each type to help you decide. Once this is done you can click the Upload button.

Touching the Upload button at the bottom causes the page images that you have assembled to be uploaded to the applicable ManhattanLife company where they will be merged into one PDF for processing.

Uploading Contract Documents as an Annuity Contract Holder or Representative*

* If you are an annuity producer, you must log out of this app and back in as an annuity producer with your registered credentials to upload.

The only thing needed to upload a document is to properly classify it. Check the checkbox next to the form type of the document. There are descriptions listed for each type to help you decide. Once this is done you can click the Upload button.

Touching the Upload button at the bottom causes the page images that you have assembled to be uploaded to the applicable ManhattanLife company where they will be merged into one PDF for processing.

Uploading Life & Health Enrollment Applications as a Registered Insurance Agent

Enrollment applications require further identification before they can be uploaded. Every field on this form must be filled in except for the Comments at the bottom. Once this is done you can click the Upload button.

Touching the Upload button at the bottom causes the page images that you have assembled to be uploaded to the applicable ManhattanLife company where they will be merged into one PDF for processing.

Uploading Documents as an Annuity Producer

Annuity documents require further identification before they can be uploaded. The fields that must be filled in depend on which document type is selected at the top. If you are uploading a document for the New Business Admin, then an additional document sub-type must be chosen. Comments are always optional.

Touching the Upload button at the bottom causes the page images that you have assembled to be uploaded to the applicable ManhattanLife company where they will be merged into one PDF for processing.

The Actual Upload

After filling out the upload details and touching the upload button at the bottom, Easy upload will send the pages to ManhattanLife for processing. You will see a bar for each page turn green once that page is uploaded.

Congratulations on your upload success!

To report a problem or submit feedback with this App, please email MobileApps@ManhattanLife.com.

To view your policy or contract information online, please visit our Client Services Website.

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