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
- Timely Case Status Updates
- SBG Service Standards
Underwriting Forms
Underwriting Resources