March 26, 2024
New Business and Underwriting Best Practices
A helpful guide you'll want at your fingertips.
New Business and Underwriting Best Practices
- Avoid common submission mistakes
- Best practices for getting applications auto-issued
- Agent portal and Agent app tips
Drive Your Life Business with XRAE
- Complete real-time underwriting assessments via the Underwriting Quotes self-service tool on the NLG Agent Portal
- Impairment-based reflexive questions yield “best case” underwriting classifications aligned to NLG’s proprietary underwriting rules
- Immediately render a tentative* rating class and improve your placement rates with accurate and consistent rating assumptions
- All generated quotes are securely stored and can be referenced later
- Streamlined process automates hand-off to NLG underwriter when manual review may be required
*Tentative rating class is based on medical or general information provided. Final offers are subject to formal application and underwriting review.
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New Business and Underwriting Best Practices
Your new business can be managed more efficiently with greater transparency
and innovative technology. Follow our best practices to avoid common mistakes.
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Drive Your Life Business
This chart will assist you in expediting the underwriting process.
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Helpful Reference Guides
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[bs_button size=”md” type=”info” value=”Getting Started with XRAE” href=”https://agentblog.nationallife.com/wp-content/uploads/2022/04/Getting-Started-with-XRAE-v3.3.pdf”]
Ready. Set. Go to the Agent Portal now!
Underwriting quotes powered by XRAE tool is available exclusively on the Agent Portal.
It is not supported by Mobile technology at this time.
