IMPORTANT!

In addition to applications and required forms for a large number of carriers, this page includes other documents we may require, or you may need. We ask that you use the Case Submission Worksheet as a guide when completing an application, please attach a completed copy with each submission. The documents titled Writing A Good Cover Letter and Questions To Ask Your Client include tips and reminders, which when used, will help the application process go as smoothly as possible.

when APS(s) need to be acquired prior to shopping an impaired risk case, or in the event that the case needs to be shopped after underwriting is complete.

Also available is the Request For Medical Information Form, to be used for requesting lab results or the reasoning behind underwriting decisions, except for AIG, please click here for the form.