Underwriting & Case Management

With expertise in field underwriting, you can depend on SBG Underwriting to:

  • Pre-qualify medical conditions and risk profile, then offer expert advice on the best course of action.
  • Provide an expeditious offer process and negotiate with our carrier partners to ensure your clients receive the most favorable medical and financial underwriting results.
  • When needed, survey additional insurance companies, adjust the case for you to present alternative considerations to clients and help save cases that are issued “other than applied”.

Underwriting Services

Underwriting Resources