Underwriting Guide

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Risk classification has become increasingly complex as a number of the most competitive companies concentrate on ways to differentiate themselves. Build, medications, health history, family medical history are all factors that will impact the best rate available for you clients. The tools on this site will help you with initial assessments, information and questionnaires --- we hope they will help you understand some of the subtle differences in rate classifications as well as help you prepare your cases for the results your clients deserve.

 - Field Underwriting Guide

- Field Underwriting Guide, Version 3.0 - Users Guide

Providing education and tools to help you assess initial underwriting rate classes--please call Alyse or Debbie to discuss your cases in detail at 267.419.1700.