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.
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.
Drive Your Life Business
This chart will assist you in expediting the underwriting process.
Helpful Reference Guides
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.
