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Underwriting Risk Assessment

Field underwriting is essential to obtain the quickest and best offer upon formal submission of life insurance application.  When speaking with clients it is important we obtain basic background information and in some cases obtain more detailed information for favorable underwriting and premium.

Not sure what Rate class to quote?  Or have you had a Rated or Declined case?  Use any of the forms on this page to assist in gathering information so we can help you field underwrite, obtain tentative offers for rated policies and alternatives for declines.  The forms will help you ask the right questions in gathering the minimal information needed for a preliminary offer.

All completed forms should be sent to: