Insurance

 1. Application

  • Insurance Questionnaire
  • Carrier Paperwork
  • Signature / Submission

 


 

 2. Health Check

  • Health History Questionnaire
  • Labs (Blood/Urine)

 


 

 3. Underwriting (2-4 weeks)

  • Medical Records
  • DMV and Rx Database Checks
  • Phone Interview

 


 

 4. Offer / Approval (3-5 days)

  • Medical Rating Given
  • Final Design Decided
  • Policy Issues

 


 

 5. Policy Delivery (2-3 days)

  • Acceptance Signatures
  • Initial Premium Payment

 


 

 6. Post Issue

  • Setup Online Access
  • Schedule Annual Review

 

Schedule a Call to Learn More