The quickest way for a life insurance broker to lose a sale is to misquote the client. At Special Risk Services, we are experts at helping life insurance brokers determine which company will offer the best rates for your clients based on each company’s underwriting guidelines. To take full advantage of our expertise in assisting life insurance brokers. Quality field underwriting is a necessity.
- Start with this Pre-Underwriting Tool/Quick Fact Finder. When a specific underwriting condition is discovered, use the Quick Quote questionnaires to intelligently question your client and obtain the necessary information to evaluate the rate class. When an advanced planning opportunity presents itself, pick up the phone (1-800-933-5491) and speak with one of our marketing experts. We will offer you sales ideas, marketing support and assistance for those cases involving more complex issues.
- Calculate the Appropriate Amount of Insurance
- Now that you have the complete picture of your client’s needs and goals your are ready to illustrate the best options.
- You are now ready for the application process. E-applications
- Include a detailed cover letter with the application.
By following these steps, life insurance brokers will be ensured that their clients are placed with the appropriate company the first time. You will not have to make another appointment with the client and explain why they need to start the application process over as well as preventing the lose of the case to your competition.