Once you have some preliminary information, send us an email with your client's information. If you are using the Informal Review Form, please attach a copy of it to your email. Without disclosing any identifying client details, we will reach out to many carriers to determine which carrier would be the best place to submit a formal application.
We have questionnaires, both medical and non medical (aviation, scuba, etc...), covering a wide variety of conditions. These questionnaires enable you to isolate and ask pertinent questions directly related to the impairment or avocation.
Topic Resources & Questionnaires
When a formal application is approved other than applied for, rated or declined; we will review all of the medical records to determine what favorable options might be available to your client with other carriers.
Shopping a Formal Case
This two page questionnaire allows you to quickly gather your client's pertinent underwriting information. No signature is needed, so the form can be taken over the phone at the client's convenience.
Informal Review Form