Case Design
The LIS/Capitas case design team is dedicated to supporting your sales and marketing efforts. Using our robust selection of products, we shop the market and provide you objective quotes and product comparisons, ensuring that you are providing the best possible solution for your clients. We provide these services:
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Sales Desk -- our sales desk handles all of your needs for quotes, case design, policy holder services and marketing materials, and someone is always available from 8:30am to 5:00pm at 888-414-1919. (LIS/Capitas Sales Desk)
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Case Initiation -- we offer three approaches to case initiation; size and complexity will determine which will be the most effective for each case
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Quick Quote |
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Informal Application |
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Formal Application |
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Appropriate Products -- we then determine the best product for each client considering premium commitment, length of coverage, need for cash, etc.
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Field Underwriting -- the case design team will gather client data to define appropriate class and how we should quote the client
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Product Comparison -- for each quote, we provide an easy to read product comparison spreadsheet (LINK to example) which includes premium, death benefit, and cash flow
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Applications -- we provide you with carrier application forms, so you never have to worry about arriving at an appointment shorthanded
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For more information about Case Design, please contact the LIS/Capitas Sales Desk at 888-414-1919.
