Case Management

In-House Case Management: At RHM Partners, we believe that the case management and underwriting process is one of the most critical and important aspects of the Life Insurance sales process. We pride ourselves on taking an active role in guiding each application through the underwriting process. This process begins when an application is received. Upon receipt our Staff, enters all data, orders medicals, tracks the underwriting progress, sends out weekly case status updates, and pursues offers for your clients. In addition to the administrative function, one of the key aspects during this process is acting as your advocate with the respective insurance companies underwriting departments. Our goal is to assist in attaining the best possible underwriting decision for you and your clients and turn your case over in a timely fashion. Our diligence continues throughout policy issue until all delivery requirements have been completed and the contract is placed in-force.