Underwriting
Outsource Your UnderwritingOutsource Underwriting
Large Case
Experts
Claims – Retrospective Underwriting
Pre-
Assessments
E2E Mapping
+ Training
UNDERWRITING
We have your solution
Compliance, underwriting and new business issues weighing you down? Large cases become complex due to the underwriting involved?
We have your solution…… REMOVE the underwriting and new business process by outsourcing them to the experts.
Gone is the burden, stress, paper work and …. endless phone calls to new business and underwriting!
Focus on what is most important to you, your client’s advice.
outsource your underwriting
We will take care of the rest…
- Pre-assessments
- Pre SOA (medical and financial)
- Preparing and walking your client through the underwriting process
- Underwriting
- Personal Statement completion
- All underwriting and negotiations with underwriters (including final terms)
- Access to the top underwriters
- We will speak to your client’s accountant directly if required.
- New business
- All requirements
- All follow-ups
- All paper work to finalise the application
For more detail on each, keep scrolling and refer to our “Outsource Underwriting” page.
…or better still, just contact us directly on
M: 0481 383 242
B: 02 8065 0021
E: info@ucli.com.au
“Don’t make the sale twice”
Get it right from the start by using the experts.
Let me fight the fight for you
Pre-Assessments
Pre-Assessments are the most critical part of any application.
Experience has shown that this done correctly not only saves time, but saves the application from being cancelled by your client. Often the downfall for insurance applications.
Medical
- Ensure your SOA is fit for purpose medically by having a comprehension medical assessment done.
- This includes negotiations with the top underwriting from all insurers to ensure the best deal is made.
- This ensures that all your clients expectations are met especially the financial aspect of insurance if loadings are to apply.
Financial
Let us take care of the financial burden of financial assessments for you. Often a complex issue with underwriting. Let the experts take care of it, reduce your stress, and reduce the time taken for financial UW.
- Ensure the levels of cover are fit for purpose and your SOA is correct
- We will speak to your client’s accountant to ensure the right questions are asked and the correct paper-work is obtained to justify the covers required by your client
- Cement the structure desired for insurance purpose is correct for business covers (buy/sell, Keyman and loan protection)
- Reduce un-necessary medical tests due to reductions of cover
Client preparation
The insurance and underwriting process is most complicated. Every company operates differently, processes vary and its hard to keep abreast of it all. Often or not, the client is ill-prepared for the process and therefore gets frustrated by it, wanting to cancel the application.
Clear and effective communication is what we pride ourselves on. Your clients know exactly what to expect, how it will happen, and when it will happen.
Underwriting
Let us take care of the Underwriting
Let us take care of obtaining the most accurate disclosures and reduce the burden of re-work and un-necessary questionnaires, medical tests, or more importantly PMAR (or doctor’s reports).
As an expert of underwriting, we will ensure that the underwriters are satisfied with the information obtained and any potential additional questions are first met with negotiations on reasons behind and if necessary, obtained swiftly and accurately.
Access to the Top Underwriters
Ensure you get platinum service each, and every time.
With 25yrs industry experience, I have an established network of invaluable connections. This ensures that all applications are handled by the best, ensuring the best outcomes for your client.
New Business
Our aim is to take the new business administration away from the companies and manage it ourselves. Having direct contact with medical providers and more importantly (and where applicable) with doctors ourselves to speed the process up and reduce the burden of new business administration.
This includes mandatory medical tests, requesting of EMAR’s and any unpredicted revised terms.
My experience and knowledge will ensure that I will get to the right people, and make things happen by getting all necessary paperwork.
Finalising the Application
What does this mean? Our effective process will provide an easy closure to the application and having it in-forced. No, or reduce the need for revised terms which only delay the process or having the client withdraw the application due to the insurance complexity.
Communication
As an experienced manager and leader, I know that communication is key to the success of any situation. We will provide you with consistent easy to follow updates of progress and ensure we are accessible.
Get in touch
+61 481 383 242