Why choose us for your large cases?
We recognize that clients with higher protection needs require specialized underwriting, seamless service and competitive solutions to preserve their legacies. Whether it's $5M or $50M, our dedicated underwriting team simplifies complex cases, helping to ensure swift and strategic decision-making.
Key enhancements for large cases
Dedicated large case team
- Managed by experienced professionals focused exclusively on $5M+ face amounts or $10K+ annual premium cases.
- Six senior underwriters with authority for $10M+ sign-offs.
- Personalized, proactive communication with advisors and BGAs.
Process-driven enhancements
- Transparent communication throughout the underwriting process.
- Structured case management approach, reducing inefficiencies and delays.
- More flexibility for underwriting large cases.
- No automatic declines on cases $2M+, ensuring every case is reviewed.
What's in it for you?
Higher placement rates
Our dedicated team ensures large cases get the expert attention they deserve.
Stronger underwriting relationships
Direct communication and personalized support mean fewer delays.
More competitive offerings
Improved retention and streamlined case handling provide an edge in the market.
Connect with your team to learn more
Our team is here to provide guidance, answer questions and help you navigate business cases with confidence.