Co-Founder, Coastal Financial Partners Group, California
In our agency, a case manager handles all new life insurance applications the agents of the agency complete.
The case manager coordinates with the agent to ensure the application is properly completed and helps assemble all requirements before securely submitting the application to the life insurance company.
Normally, the case manager orders the appropriate paramedical exam the insurer requires and monitors closely to make sure the client gets the exam completed promptly. Sometimes, the case manager needs to ensure medical records are ordered if required by the underwriter to underwrite the case.
The life insurance underwriting process can take weeks or even months, in some situations. During this time, the case manager monitors the process and communicates status updates regularly to the agent and agency principals. The case manager is ultimately responsible a smooth workflow.
Once the insurance company underwriter makes and offer, the case manager relays this to the agent and coordinates to ensure the policy issue, delivery to client and placement of the policy is timely and accurate.
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The case manager coordinates with the agent to ensure the application is properly completed and helps assemble all requirements before securely submitting the application to the life insurance company.
Normally, the case manager orders the appropriate paramedical exam the insurer requires and monitors closely to make sure the client gets the exam completed promptly. Sometimes, the case manager needs to ensure medical records are ordered if required by the underwriter to underwrite the case.
The life insurance underwriting process can take weeks or even months, in some situations. During this time, the case manager monitors the process and communicates status updates regularly to the agent and agency principals. The case manager is ultimately responsible a smooth workflow.
Once the insurance company underwriter makes and offer, the case manager relays this to the agent and coordinates to ensure the policy issue, delivery to client and placement of the policy is timely and accurate.