Keys To Placing More Clients
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 you determine which company will offer the best rates based on precise underwriting guidelines.
Quality Field Underwriting
Quality field underwriting is a necessity. Start with our Pre-Underwriting Tool or Quick Fact Finder. When a specific underwriting condition is discovered, use the Quick Quote questionnaires to intelligently question your client.
Advanced Planning Support
When an advanced planning opportunity presents itself, speak directly with one of our marketing experts. We will offer you sales ideas, marketing support, and hands-on assistance for cases involving complex issues.
Calculate Appropriate Amount
Now that you have the complete picture of your client’s needs and goals, you are ready to illustrate the best options and determine the exact amount of coverage required.
The Application Process
You are now ready for the application process. Utilize our E-applications platform for a streamlined experience. Pro Tip: Always remember to include a detailed cover letter with the application.
Secure The Case
By following these steps, life insurance brokers are ensured that their clients are placed with the appropriate company the first time. You will not have to make another appointment with the client to explain why they need to start the application process over—effectively preventing the loss of the case to your competition.
Need assistance with a complex case?
Our marketing experts are standing by to provide underwriting assistance and sales support.