Underwriting Resources

Quotes, Marketing,
Product Updates


My Cases



A Unique Approach to Underwriting

Our accessible and progressive team looks at each case individually - going beyond the black and white data of the client’s lifestyle and medical situation. We identify potential hurdles and provide inventive solutions to mitigate risk so that each client is presented to the insurer in a personal tone. This approach improves your client’s options and ensures an insurance plan that is the perfect fit.

Underwriting and Capacity Guidelines