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Part 4: The Art of Field Underwriting: Knowing Your Client
Manage episode 450133420 series 2802218
Content provided by Crump Life Insurance Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Crump Life Insurance Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
We conclude our four-part series with Crump President & CEO Mike Martini and Senior Vice President and Head of Underwriting Chris Cook discussing the art of field underwriting. No one knows your client like you do, and with the data sources available today, field underwriting is more important than ever. Gathering information and preparing clients for the process upfront can turn what used to be a months-long approval into days—or even minutes.
45 episodes
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Manage episode 450133420 series 2802218
Content provided by Crump Life Insurance Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Crump Life Insurance Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
We conclude our four-part series with Crump President & CEO Mike Martini and Senior Vice President and Head of Underwriting Chris Cook discussing the art of field underwriting. No one knows your client like you do, and with the data sources available today, field underwriting is more important than ever. Gathering information and preparing clients for the process upfront can turn what used to be a months-long approval into days—or even minutes.
45 episodes
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