Advanced Medical Underwriting

To stay competitive in medical underwriting, producers must learn the secrets of this ever-changing landscape, such as the subtleties of prequalifiying and packaging cases and the complexities of conducting sophisticated field underwriting. New methods of medical testing and streamlining the underwriting processes are all important considerations.

Our expert underwriting team has over 30 years of underwriting experience in the home office and broker general agency environment. Our team has established relationships and earned respect from carriers, which assures the best possible offer on every case. We don’t just underwrite and handle case management, we develop the case with you in the best possible manner to ensure proper placement. Our proven method of underwriting and case design will give you confidence that your clients’ insurance needs are in the right hands with our team.

Advanced Underwriting Solutions

Experience home office expertise at the highest level. Our team efficiently handles all aspects of case underwriting and will:

• Perform premium tolerance analysis
• Expedite medical record retrieval
• Complete medical summaries
• Determine product suitability
• Properly package your case and submit to carriers
• We feature state-of-the-art technology.
• Online case status 24/7
• Completely paperless systems for data disbursement

We offer solutions that help make you and your company a success.