What to expect during the underwriting process:
Gather Client Information
Information such as name, gender, date of birth, tobacco use, are all essential to begin underwriting the case.
Request A Quote
Access our online quote request, fax, or phone your clients information to us.
Carrier Appointment
Decide which carrier(s) will support your client and local/regional affects.
Receive Proposals
We present income protection insurance proposals to you, which you can then take to your client.
Apply for Coverage
- Complete the application
- Send the application
- Present income documentation
- Schedule medical and telephone application appointments
Underwriting
Wait 4-8 weeks depending on the client’s medical history. Check with us on the status of your case.
Policy In-Force
Complete policy delivery receipt
Receive Commission
Get paid.