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BUA In House Underwriting Review Success Story

Does This Sound Familiar?

07-01-2010

A male client, age 57, applied for $1,000,000 of 15 year level term. He had been diagnosed with mild to moderate obstructive sleep apnea in January of 2010 and was advised to use a CPAP nightly. The carrier initially approved the client as a Table B non-smoker due to his recently diagnosed sleep apnea.

When the client received an offer other than applied for, BUA In House Underwriter, Kate Roark, appealed this decision based on her expertise as a carrier underwriter for over 15 years. She was able to successfully position the risk for underwriting, which resulted in a final offer of Standard non-smoker. In the end, the case was placed and the agent got paid faster, all without having to go to another carrier.

Do you have clients who have been declined due to medical issues or simply need an expert opinion on a case? Call BUA In House Underwriter, Kate Roark, at 330.576.1765 to stack the deck in your clients’ favor.