Life Advisor and Distribution Underwriting Support
Life insurance is a significant financial investment for many people; the role of a life insurance advisor is to service clients’ policies to meet their needs as they change through their lives. Life insurance advisors also have responsibilities to the insurance company that sells the policies and the various parties in each transaction. Becoming familiar and knowledgeable in the underwriting process is key to completing the insurance application process for a client. We offer underwriting services dedicated to support independent life insurance advisors. brokers, and managing general agencies.
Our life advisor underwriting training courses are designed to cover specific underwriting topics for the life advisor hoping to learn about the medical, non-medical, and financial aspects of underwriting.
Need help with pre-underwriting during the insurance application submission process? Our pre-underwriting support services can
help you speed up the underwriting process leading to faster policy issue.
The ability to communicate with your prospect is crucial to driving new business. Let our iPad app help you, anywhere, anytime. Comprised of the most common impairments in life insurance underwriting, the LifeAdvisorGuide can help you fill out insurance applications accurately and help provide the details required by an Underwriter. Download it now!
Our audit team has conducted numerous insurance audits globally, covering areas such as administration, claims, and underwriting. We specialize in auditing insurance companies. whether a direct writer, or reinsurer.
Our underwriting audit approach assesses the entire underwriting function. For example, risk selection, underwriting staff performance, adherence to underwriting guidelines and authority limits, and review of overall underwriting decisions.
Read more about our life, reinsurance and underwriting audit services .