Professional Life Underwriter Services

With over 75 years of combined experience, our in-house underwriting team provides you with the support needed to place tough cases. Our team isn’t afraid to engage with insurance underwriters and push for favorable ratings by running illustrations from dozens of insurance carriers then comparing the offers. We also utilize multiple underwriting databases that provide a strong knowledge of table shave crediting programs and the ability to negotiate the best possible offer for your client.

We understand that the underwriting process can be uncomfortable and difficult to navigate for you and your clients. Nobody likes going back-and-forth with medical exams and endless health questions, so our experienced case managers take a proactive approach to ensure an accurate and efficient application process. We’re all about leveraging our connections and simplifying the application so you have more time to focus on what you do best! This not only streamlines the underwriting process but also expedites the path to securing valuable coverage.

Because we directly order the medical exams and records needed, we can easily and effectively “shop” the case for you. Our internal underwriters summarize the cumbersome pages of medical records into a short summation. So, instead of waiting two to three weeks for an answer on the case, we can obtain an informal offer in days.

Our process is simple:

  1. Assess the goals your clients are looking to achieve
  2. Identify the range of solutions available
  3. Make an informed decision

Contact for any underwriting and case design questions.