EFFICIENT, EFFECTIVE CASE MANAGEMENT
Financial professionals know their clients need protection solutions, yet the new business and underwriting process is a common obstacle to offering life insurance. From beginning to end, our experienced operations team is committed to ensuring the best possible life insurance application experience. We facilitate life insurance cases through underwriting to successful policy issue. Utilizing the latest technology across multiple platforms, our new business operation is staffed by bright, highly competent case managers. Let us manage the details and follow-up while you concentrate on your practice.
- Licensing and appointments
- Application scrubbing
- Medical requirement coordination
- Case management
- Underwriting updates
- Status updates