We’ve all been there.
You submit what feels like a solid case… then underwriting comes back rated, postponed, or declined. Now you’re resetting expectations, rewriting the case, and rebuilding client confidence.
A few extra minutes of field underwriting upfront can completely change that outcome.
Western Marketing’s Risk Assessment Quick Fact Finder is a simple, fillable PDF you complete with your client before submitting an application. Send it to us, and we’ll do preliminary underwriting outreach with carriers before you ever take the app.
Here’s what that means for you:
• Better carrier fit from the start
• Realistic rating expectations
• Fewer declines and surprises
• Stronger placement ratios
• More paid business
This is especially valuable for borderline health cases, higher face amounts, or anytime you’re unsure how underwriting may land.
Underwriting doesn’t have to be a guessing game. Use the Risk Assessment Quick Fact Finder, let Western Marketing do the legwork, and submit with confidence knowing you’re placing the case where it belongs the first time.
Want a copy of the Risk Assessment Quick Fact Finder?
You submit what feels like a solid case… then underwriting comes back rated, postponed, or declined. Now you’re resetting expectations, rewriting the case, and rebuilding client confidence.
A few extra minutes of field underwriting upfront can completely change that outcome.
Western Marketing’s Risk Assessment Quick Fact Finder is a simple, fillable PDF you complete with your client before submitting an application. Send it to us, and we’ll do preliminary underwriting outreach with carriers before you ever take the app.
Here’s what that means for you:
• Better carrier fit from the start
• Realistic rating expectations
• Fewer declines and surprises
• Stronger placement ratios
• More paid business
This is especially valuable for borderline health cases, higher face amounts, or anytime you’re unsure how underwriting may land.
Underwriting doesn’t have to be a guessing game. Use the Risk Assessment Quick Fact Finder, let Western Marketing do the legwork, and submit with confidence knowing you’re placing the case where it belongs the first time.
Want a copy of the Risk Assessment Quick Fact Finder?
