Case Management

Our case management team works differently than the big national brokerage firms. We take an extremely personal approach to the management of our agent’s cases. All your cases will be handled by the same case manager which creates a strong teamwork relationship. We’ve found this provides better service, faster case completion, and more efficiency for our business and yours.


We provide turn-key case management and back office support.

Pre-screening of Applications
Ordering Medical Exams
Ordering Medical Records
Preparation of Case for Submission to Carrier

Negotiation to Secure “Best” Offer
Case Follow-up
Weekly Case Updates and Communication on Each Case