Streamlining underwriting: Tools that work for you
Streamlining underwriting: Tools that work for you
Your Supplemental Benefits support team knows how important it is to keep the process smooth for both you and your customers.
Your Supplemental Benefits support team knows how important it is to keep the process smooth for both you and your customers.
That’s why we strive to support your underwriting efforts with easy-to-use tools—starting with how you collect signatures.
Faster signatures, faster turnarounds
Our eSignature service simplifies the application process. Whether you’re meeting with your customers face-to-face or working remotely, you can:
And here’s a key benefit: no phone verification required. Read more about eSignature here.
The Agent Guide
For answers on underwriting criteria, product details, and more, start with our Agent Guide—a comprehensive, easy-to-navigate document that covers:
Available in both English and Spanish, this guide puts the information you need right at your fingertips.
Get live help when you need it
If you’re unable to find what you need in the Agent Guide or are on the go, our Underwriting Support Team is standing by. This team, dedicated strictly to underwriting support, is staffed with live people who can assist with:
They’re available Monday through Friday, 8 a.m. to 5 p.m. Central Time at 877-454-0923, Option 3.
Whether you’re quoting a new customer, managing follow-ups, or troubleshooting an application, our goal is to make underwriting faster, easier, and more transparent. From e-signatures to expert phone support, we’ve built these tools so you can focus on delivering excellent service—and closing more business.