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Insurance Perspectives
Licensed Agents & Staff, thank you for visiting our website.
When you need our help just call us at 713-771-7226.
We are here 9 to 5 CST M-T and 9 to noon on Fridays.
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Thank you for working with us to best serve your clients.

Underwriting Risk Questionnaires

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Getting a policy issued at reasonable rates for your clients with health or personal history begins with field underwriting, meaning doing some data gathering when needed.  Quotes are only as accurate as the information you gather upfront so be sure to complete multiple questionnaires if your client has more than one issue so we can provide you with the most accurate starting point for quoting.  It really is simple, just click on the questionnaire (s) below, complete and email it to us.

For Privacy purposes, please do not include the potential clients' full name these very informal inquiries, initials or first name is fine. We don't need it for our files, just be sure you know who the inquiry is for.  Forms can be faxed to 713-271-8794 or emailed to [email protected]

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This website and the information herein is intended only for the use of licensed Insurance Agents & their Staff.  If you are not a licensed Agent or Staff Member of one and need assistance please contact us for a referral to a licensed Agent in your area.

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