Managing Underwriting, Accurate Quotes = Happy Clients!
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Preliminary Ratings
When you provide us with details on your prospects and clients, we shop your case with underwriters at our top carriers. Of course tentative ratings are only as good as the information the client provides you with ahead of time. But we can get a great start and we generally have enough feedback in 24 hours to provide the most accurate rating estimates. If you wish to provide medical records and have a HIPPA form signed we can even have one of our underwriters on retainer review detailed medical history and provide a written "recap" that we can send out to our carriers. Turn around time varies depending on work flow and APS size. |
Sometimes you just won't know what to ask or how to handle some of your prospects conditions.
When you run into the situation where you just need to know what to ask: Click here for a catalog of questionnaires to help gather details for many common medical impairments and/or avocations. Provide us with the details and let us show you which carrier works best for your client. Carrier rules differ by Product, Face Amount, Age and other factors. Don't worry, we know the rules and will determine for you if your clients qualify and provide you with the right quotes! |