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Case Management

Walking agents and clients through the life insurance underwriting process.

About the team

While Ideal Concepts prides itself on its simple application process for most life insurance products, some do require additional support throughout the journey- that’s where our Case Management team comes in. Our Case Managers provide complete back-office support to agents and clients: from quotes, to applications, medical exams and nurse visits. For any life product with a process beyond just application, our case managers walk clients through underwriting.

Sometimes this means reviewing applications for missing information, additional questions for clients, scheduling doctor exams, or troubleshooting any underwriting issues. Our case managers work with both the agent and the client to make sure the entire underwriting process is as simple, timely, and painless as possible.

Team metrics

Handle ~29 Calls Per Rep Daily

Average 1 Month Approval Time

Work With 5 Life Insurance Carriers

Process ~100 Claims Per Year

Administrative Services DirectorMeet our Administrative Services Director!

Ashley Rancourt

Ashley Rancourt started her journey with Ideal Concepts as a case manager back in 2010. By 2011, she had worked her way to a new role as our commission account specialist. As the head of our Commissions department for 4 years, Ashley was able to utilize her BA in Mathematics from Cedar Crest College.

Ashley was known for being skilled in all our administrative positions before her promotion to Administrative Manager in mid-2015. As Administrative Manager, Ashley oversees all administrative departments - including Licensing, Case Management, Customer Service and Commissions - making sure every team runs smoothly for brokers and clients.

Ashley Rancourt
“What I love about working with the administrative teams at Ideal Concepts is that while each team is each their own individual contributor, we work closely and cohesively together to accomplish the same goals”

TestimonialsWhat people are saying