Successful Quoting Starts with Understanding Underwriting
CSG Actuarial’s Advanced Underwriting Filter alerts agents about their client’s declineable health conditions and medications and provides a list of carriers that may accept their client.
Here’s how it works:
- While running the initial quote, the agent adds client’s health conditions and medications
- Quote results remove carriers who label those entries as a decline
- Option to see view look-back period on application
The Advanced Underwriting Filter saves you from submitting applications that will automatically be declined.
For complimentary access, or to learn more about our tool, contact GoldenCare at 800-842-7799 or email firstname.lastname@example.org.