solutions banner img

Solutions

We are excited to help reduce the heavy lifting of medical record reviews with our summarization solution. It can reduce the number of pages your underwriters have to review by 95% per case. And, it is just one of the great services we offer.

Solutions

We are excited to help reduce the heavy lifting of medical record reviews with our summarization solution. It can reduce the number of pages your underwriters have to review by 95% per case. And, it is just one of the great services we offer.

home section

Medical Record Summarization for Life, Long Term Care and Disability Files

Designed to enable faster and accurate underwriting decisions

Optimized via relationships with a broad base of industry expertise from numerous home office underwriters

Risk Classification

File triage to proactively identify cases that appear to be consistent with the classification ‘applied for’, ‘other than applied for’, or potentially unavailable

Underwriting assessments offered to provide the likely outcome based on a review of carrier manuals and guidelines

home section

home section

Full Underwriting Solutions

Operate inside home office underwriting systems

Full underwriting services for informal applications; accurate positioning for formal applications

Quick Quote Management

Aggressive and reliable response time to your customers provided by our experienced staff of underwriters

home section

home section

In-force Policy Review

Medical summaries to support the policy change request process

Record reviews provided in the contestable claim period

Our Team

Medically trained underwriters

Proactive communication

Our Process

Streamlined workflow

Reliable cycle times

Quality summary presented in an optimized format

Our Company

Serving customers since 2006

Stable ownership

Compliant with all regulations

Strong information protection practices

Provides services to dozens of industry companies