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Category | Underwriting

Case Study – The Value of Pre-assessments

This case study focuses on the underwriting process, and the value of utilising pre-assessments. It is designed to help advisers improve their process, their engagement with clients and to reduce completion times. At a glance Source: Melissa Crawford, Owner and Insurance Strategist, 19Thirty Client: White collar professional with history of drug use Topics covered: underwriting, […]

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Insurance How To – Insurance Applications and Client Birthdays

In this Insurance How To, DKN Financial Group’s resident risk expert, Peter Stathis, outlines a new business case study that highlights the issues that may occur when a client celebrates a birthday during the underwriting process. It highlights the importance of considering all issues that may arise during an application process and how to manage […]

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