Help Us … Help You

Below are some helpful tips for working with our Underwriting Team in an effort to accurately pre-qualify your clients and effectively expedite your new business.

When calling in to pre-qualify a client, here is a check list of information you should have available:

• State in which the applicant resides
• Applicant’s age, gender, height, and weight
• If applicable, a complete list of medications (dosage amount and frequency used)
• Any hospitalizations or surgeries that applicant experienced within the past 5 years. This includes out-patient surgeries/short procedures, emergency room visits, or overnight hospital stays

When submitting new business paperwork and applications, it is imperative that you:

• Write clearly
• Spell applicant’s name correctly
• Print names where indicated
• Make sure all forms are completed and signed

Thank you in advance for your cooperation; together we can avoid delays and errors when processing your new business.
 

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