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.