Life insurance underwriting tip of the day - June 6

By Mortgage Protection and Insurance Services Inc.

Mortgage Protection & Insurance Services, Inc.


Sometimes a personal history interview is necessary. It may be a routine requirement of the insurance company, a random telephone interview or a telephone interview with the proposed insured to clarify information. Prepare your client for this and ask them to take the phone call. The sooner the telephone interview is completed the sooner the policy will be issued. Provide on the application the best times/numbers to call the client and any special language needs.