The Experience to Handle Any Case
In this business, you need someone to guide you through a complicated system. With decades of experience, TAP sidesteps the obstacles other underwriters never see coming.
A streamlined process that saves time & money
A streamlined process that saves time & money.
Writing large life policies can be very complicated. If you don’t know how to navigate the system, you’ll be left with poor offers and massive coverage gaps.
With our deep knowledge of the insurance industry, we simplify everything. We then work with all stakeholders – the carrier, the client and their team – to get the offer accepted and the case written.
White Glove Services
Cover Letter
A well-crafted cover letter is an essential asset in the life insurance underwriting process. Our cover letters clearly communicate key details, reinforce the overall case and allow carriers to make clear decisions that benefit both agents and clients.
Applications
Our thorough methodology ensures the accuracy of medical and financial information and adherence to state regulations. This prevents costly and time-consuming resubmissions and allows you to close more cases in less time.
Medical Records
TAP streamlines an often-difficult process. From ordering the proper records, to working with both doctors and their gatekeeper, we manage each step to ensure efficiency, accuracy, and something else.
Advanced Sales Techniques
We are experienced in advanced sales, including GRATs, CLATs, Split Dollar, Pension Plans and G1-G3. Our knowledge of these structures allows us to bridge the gap and get home office approval on behalf of our agents.
Licensing
Licensing is a complex process that differs both by state and by carrier. We make sure your licensing is updated and current to ensure no problems with application submissions.
Exam Scheduling
Scheduling a client’s medical exam isn’t as simple as it seems. We account for your client’s medical history, age and lifestyle. Then we coordinate the proper resources at the proper time, so that your clients get the best coverage possible.