Put Your Underwriting Toolkit to Work

Make sure your clients prepare for the application and underwriting processes for their individual disability insurance coverage. We may need information such as medical history, lab work or financial documents to make a risk analysis assessment for their insurance coverage. 

The good news is you have a complete set of tools to help prepare your clients for our underwriting process. By using this online toolkit, you’ll have up-to-date versions of resources.

Here’s your Underwriting Resources Toolkit

  • The Standard's IDI Product Guide provides information about available coverages, premium discounts and occupational classes. You can find information on underwriting guidelines and limits.
  • The Administrative Guide offers details such sending applications and requesting policy changes.
  • New: Underwriting Guide provides potential underwriting outcomes for a range of conditions.
  • Simplified Underwriting offers coverage without lab tests and with expedited underwriting. It's available for occupation classes 2A/2P and higher.
  • Income Documentation Requirements outlines proof of income needed for applications.
  • Medical Underwriting Requirements let you know if blood work, lab work or physical measurements are needed.
  • Who to Contact reference sheet helps you connect to the right resource or form based on your needs.

Make sure to bookmark this toolkit page to easily find the resources you need anytime.

For Producers Only

More About Underwriting
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