Case Management is a critical component in helping close business as quickly and efficiently as possible. Premier Advisors’ Case Management and Underwriting team is held to a strict service standard which focuses on the advisor as our customer.

  • The Underwriting Auction – returns to the advisor the informal application with the best combination of carrier, product and pricing with the client
  • Daily Review – large cases are reviewed daily by Case Management and Underwriting team to ensure all measures are taken to get cases issued and placed as soon as possible
  • Team and Triage Approach – complex and/or large cases are managed and reviewed by the multiple case managers and elevated to senior management on a weekly basis


Premier Advisors offers one of the most robust life insurance product platforms available in the industry. We partner with over 20 highly rated carrier partners to bring our producers a wealth of product options.

Phone: 540.759.0467

Email: jgurley@premierva.com