Our Client Interview team completes the Personal History Interview (PHI) for our Fully Underwritten Life, Living Promise, Term Life Express, Fully Underwritten DI, Priority Income Protection, and Critical Advantage products. Since we extended our Client Interview operating hours in March we have exceeded our expectations for speeding up the PHI process.

So far, we have seen a reduction in lead time to complete a PHI – it now takes an average of just over 2 days!

We also now show over 50% of PHI’s are being completed in the first week.

The faster the PHI is completed, the faster your clients’ policies are issued – and that’s great news for everyone.
 
If you have questions, please contact your Sales Director or Account Executive.
 

Personal History Interview Extended Hours Update
 

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>   Related: New Extended Client Phone Interview Hours