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Underwriting plays an important role in life insurance.  Our experienced and accessible team is here to work with  you through every step of the process and help place your business as easily and promptly as possible.  Our team has a combined 50+ years of experience in the insurance industry and are fully committed to supporting cases of all sizes.  Every case is processed by a personally dedicated team member who strives to provide the best support and performance in a timely and efficient manner .

We take pride in our ability to deliver outstanding service and value through our customer-focused process.  Accurate, efficient and timely case management is critical to our success. 

Some of the ways our underwriting experts can provide support:

  • Provide pre-sale underwriting questionnaires

  • Review impaired risk cases

  • Provide product and pricing advice 

  • Assist with presenting case details to our dedicated underwriting teams at each carrier

  • Manage agent and client expectations

  • Work with the carrier to successfully place life insurance

Case Management

Our case managers play a critical role in ensuring newly received insurance applications are processed, underwritten and issued in a timely and accurate fashion.

  • Ensures that agent is properly appointed with the insurance carrier

  • Reviews the formal applications

  • Orders exams and medical records

  • Interfaces with underwriting on offers and outstanding requirements 

  • Provides current case status updates to financial advisor

  • Provides ongoing policy service support

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