Our organizational focus on relationship building extends to the New Business team, where each advisor is assigned a dedicated case manager. Your case manager will learn about your business and processes to ensure a smooth working relationship. Each case manager understands that every case is important, communicates case status proactively, and advocates to the carrier on behalf of the advisor and client.

Our advisors rely on our Underwriting team to step in to collaborate with the appropriate carrier to obtain the best underwriting outcome and solution for the client. They participate in the pre-application process, providing insights on applicants with multiple or unique impairments. The Underwriting team also assists our New Business team in evaluating cases that have been submitted formally and resulted in an unexpected outcome. With access to the prominent reinsurance underwriting manuals, we have the ability to assess your client efficiently and provide you with a strategy to achieve the best outcome, no matter how complex the medical profile.

As a LIBRA Insurance Partner, we are assigned exclusive carrier new business and underwriting teams, providing us easy access to key information to assess underwriting decisions, and allowing us to communicate effectively with key carrier decision makers. We further enhance new business processes through access to over 60 premier LIBRA partners nationwide that engage in collaboration and sharing of best practices.

Regardless of whether you are working with our New Business or Underwriting teams, you can always be certain we are all working toward the same goal – to achieve the best possible outcome for your clients!