Maximize the Large Case Team Expertise

The Large Case Team is staffed with highly experienced Senior Case Managers assigned to process and place the most complex, visible, or sensitive cases within the company. The Large Case Team handles all policies that have coverage amounts of $5M or greater, and/or a target premium amounts of $50k, including Premium Financing cases that fall within these parameters.

Our Large Case Team professionals routinely collaborate with our distribution partners before, during and after application submission to ensure our agents can effectively execute their clients’ needs and vision.

How to Maximize the Large Case Team Expertise:

• Submit a cover letter. We know that with these sophisticated cases there is often more then what is captured on the application or on questionnaires. The more you share with us, the better we can craft solutions that work to achieve the desired outcome.
• Do some prep work.  We know on these complex cases it can be hard, but critically important, to get it right the first time.  Our Case Managers, Underwriters and Advanced Markets teams can provide crucial, tactical insight and are happy to meet with you before you take the application with your client to ensure alignment from the outset on the necessary requirements.
• Get your financed cases vetted by the Advanced Markets team upfront. It is important to follow the defined submission process outlined in the Premium Finance Guidelines. By following the process, you will be able to ensure the case moves through underwriting without delay. That way, once an underwriting offer is ready to be made, the case can be placed once we know our Advanced Markets team has been able to sign off ahead of time.