Case Management

From the time a signed application is received back from an applicant until an issued policy is delivered to the policyholder and the policy is in force, our Case Management Team provides day-to-day processing of applications in concert with the insurance company's new business and underwriting department.

Working on behalf of outside financial advisors to process the application quickly and efficiently, the financial advisor never experiences the frustrations of a lack of ongoing information about the status of their cases. We provide end-to-end application management, where accurate updates are accessible and available immediately online. Plus, the Case Management Team reaches out to the writing agent or financial advisor with weekly updates on the status of their cases. That high-touch environment provides a superior customer experience.