What our case managers will do for you:
Scrub your App:
We like to submit business in good order so that your business isn't held by a missing date or unchecked box.
We submit your app and then check for receipt 2 business days later (or faster depending on the carrier).
We order and then follow up until an appointment is made & then we check that it was completed.
Outstanding UW Requirements:
We find out what they are, what they mean, and then let you know; we then remind you about them.
We order or follow up with the carrier; we find out if a special authorization is needed and get it to you.
UW Decision Follow ups:
If your client wasn't approved as applied, we remind you if/when an acceptance is needed so that the policy is issued.
Policy Issue & Mail Date:
we check that the policy is actually issued and mailed after approval or acceptance.
We remind you that delivery requirements are outstanding.
We make sure the policy actually goes in-force.