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