SBLI: New Automated Underwriting Guidelines!
I wanted to provide you with some great marketing tools to help your agents optimize placement with SBLI’s Accelerated Underwriting Program. This checklist provides our Accelerated Underwriting guidelines in a simple and easy format to help prequalify clients. These pieces can be shared with your team to help maximize placement with SBLI. Please see the attached below description on what each piece entails.
SBLI AU Process Target Profile
Accelerated Underwriting Checklist For Optimal Business Placement
- How the process works
- General Qualifications
- Applicint Qualifications
- Underwriting Build Chart
- Unacceptable Major Medical Conditions
Target Profile
- Ideal customer profile
- Client characteristics that are well suited
- Examples of acceptable medical conditions
- Non-ideal customer profile
- Examples of uninsurable medical scenarios
- Examples of uninsurable non-medical scenarios
