The Case Resource System

Maximize your Time

Maximize your Time

The case resource system is structured to locally manage your sales process from case submission to paid commissions.

If you would like to learn more about our case resource system, contact our Case Resource team.

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Case Consultation Resource

Utilizing our 100+ years of combined experience, we help you and your client determine which product will suit their unique situation.

Case Preparation Resource

Once we have designed an illustration that we feel is suitable, we package your client’s illustration in a professionally designed portfolio that is outfitted using your Brand ID.

Case Submission Resource

Our team of case managers will provide you with all the necessary paperwork to submit the client’s case for underwriting.

Case Underwriting Resource

Our team of case of managers will consult with the underwriters so we can move the case along as quickly as possible.

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