Case Management
We have been fortunate in recent years to work on many large cases and have developed an in-depth knowledge of the jumbo case marketplace for both young and older age clients. It is extremely important in these cases to understand how the auto-bind, jumbo limit, in-house retention and facultative reinsurance marketplace work. How to package cases, when and where to place the business and relationships with insurance carriers are all essential factors in ensuring jumbo cases can be completed as efficiently as possible for you and your wealthy clients. Without this knowledge, many jumbo cases have and can be jeopardized if not lost completely.
| • | The Underwriting Auction -- using informal applications, we send cases to the marketplace, negotiate offers among carriers and return to the producers and clients the best combination of carrier, product and price |
| • | Daily Review -- large cases are reviewed each day by the Case Management Director to ensure the negotiation and placement of the case run smoothly and efficiently |
| • | Team & Triage Approach -- We have dedicated new business teams that pair you with a Life Sales AGA and a Case Manager who will work with on the majority of your business. These teams are dedicated to your business and to see to it that it gets the attention it deserves. We take pride in our service and would not have grown our business to where we have without providing that level our service to producers. |
| • | Impaired Risk Underwriter -- Capitas has access to a true underwriter for impaired risk cases |
For more information on our Case Management team, please contact Betsy Deal at 704-927-0101 x318 .