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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Case Study – Insurance For Miners

This case study, provided by AMP, looks at some of the issues insurers need to address when considering the insurance cases of mining employees.   At a glance Submitted by: AMP Client name: Tony Client occupation: Mining engineer Cover applied for: AMP Elevate income insurance benefit of $11,250 per month In detail The client Tony* […]

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