Nothing makes an underwriter happier than details to health histories.
When a health history (“I’ve got a guy” scenario) is shared with me, I look for the basics of the Who/What/Where/When and Why.
These details help frame the health history and add context.
Every additional detail gleaned or morsel of information provided, builds the story of each particular individual – and allows the underwriter to provide a firmer response with quicker turnaround time, versus working with gaps in information in what could have been a well written story.
Presenting each client’s history to the carriers in the best possible light will allow us to provide you with solid recommendations, the best carrier options, products and plan for a successful outcome.
Our Underwriting Team is here to provide guidance and direction – the full story of each client’s health history has a shot at a happy ending.
Excellence, Passion, Integrity, Collaboration and Creativity – our core values since 1974
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