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Solutions

We are excited to help reduce the heavy lifting of medical record reviews with our summarization solution. It can reduce the number of pages your underwriters have to review by 95% per case. And, it is just one of the great services we offer.

Solutions

We are excited to help reduce the heavy lifting of medical record reviews with our summarization solution. It can reduce the number of pages your underwriters have to review by 95% per case. And, it is just one of the great services we offer.

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Medical Record Summarization for Life, Long Term Care and Disability Files

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Designed to enable faster and accurate underwriting decisions

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Optimized via relationships with a broad base of industry expertise from numerous home office underwriters

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Risk Classification

File triage to proactively identify cases that appear to be consistent with the classification ‘applied for’, ‘other than applied for’, or potentially unavailable

Underwriting assessments offered to provide the likely outcome based on a review of carrier manuals and guidelines

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Full Underwriting Solutions

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Operate inside home office underwriting systems

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Full underwriting services for informal applications; accurate positioning for formal applications

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Quick Quote Management

Aggressive and reliable response time to your customers provided by our experienced staff of underwriters

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In-force Policy Review

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Medical summaries to support the policy change request process

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Record reviews provided in the contestable claim period

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Our Team
Our Team

  • Medically trained underwriters
  • Proactive communication
  • Our Process
    Our Process

  • Streamlined workflow
  • Reliable cycle times
  • Quality summary presented in an optimized format
  • Our Tools
    Our Company

  • Serving customers since 2006
  • Stable ownership
  • Compliant with all regulations
  • Strong information protection practices
  • Provided services to over 100 companies