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Date: May 3, 2017
We conducted a pilot project to test requesting underwriting questionnaires and authorizations directly from applicants through the secure system of DocuSign. Due to the overwhelming success of the pilot, this practice will expand to all agencies throughout the year.
Date: May 3, 2017
May through October is the peak season for FPO increases. We have enhanced our processes and dedicated more staff to increase applications to help accelerate the underwriting process. Here are some steps you can take to help shorten the time to underwriting decision.
Date: January 4, 2017
Your producers can leverage four premium discounts to help encourage Platinum Advantage sales. The Residency Multi-Life Discount, for Platinum Advantage only, has been added to three previously available discounts: the Employer-Based Multi-Life Discount, the Multi-Product Discount and, with some modifications, the Business Owner Discount.
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