New Business Application Processing

We specialize in handling a diverse array of applications, including Life, Annuity, LTC, Hybrid, DI, Medicare Simplified, and Guaranteed Issue. Our dedicated team excels in managing PDF and electronic applications with precision, efficiency, and a commitment to ensuring each step is executed with the utmost care and attention to detail.

* Applications are Scrubbed.
* Exam and medical records are ordered.
* Build the cases in the CMS.
* Applications are submitted if they are in-good-order.

Management of New Business Cases

With committed full- and part-time case managers on hand during US business and nighttime hours, our all-inclusive case management services provide a special solution. With the goal of drastically cutting down on inefficiencies and redundancies, our committed staff oversees cases from submission to commission and makes sure that the interface between distributors and insurers is quick and seamless.

Tier 1: Mirroring from carrier website to CRM and CMS.
Tier 2: Case Management.
Tier 3. Handling agents with case management.