LIFE UNDERWRITING TOOLS

Don’t submit an application to the wrong carrier! Time, money, and even clients can be lost when the wrong product choice is made. Pricing, underwriting, and risk pools can be complicated, but your UAR team can get you headed in the right direction. We’ll help you choose the best fit for your tough case and avoid having a decline appear in the client’s MIB by working to ensure you send each customer to the right carrier.  We’ll make sure your healthiest clients receive the lowest rates, and we’ll train you on how to collect and better understand field underwriting best practices. Your life insurance sales are sure to increase.

We’ve created a Final Expense Cheat Sheet to help identify appropriate options.