Agent & Advisor Services
Pre-application underwriting guidance for complex cases. Carriers decide coverage.
Partner with Gregory M. Sloan, CLU®, ChFC®
As a fellow insurance professional, you know some files need specialized underwriting work and carrier relationships. That is the work I do.
I partner with licensed agents and advisors on high-risk files. This is case guidance, not a quote engine. Carriers decide coverage.
How a partnership helps
- Work complex files that might otherwise stall, with underwriting guidance before an application is filed.
- Keep working cases you might have referred out.
- Stay in the client relationship while a specialist works the underwriting questions.
- Case-level underwriting review instead of open-ended carrier shopping.
- Case guidance from a Licensed Insurance Representative who works high-risk files. Carriers decide coverage.
Specialty areas
Diabetes (Type 1 & 2)
Heart conditions
Cancer history
Kidney disease
Sleep apnea
Mental health
Obesity/BMI issues
Multiple impairments
How the partnership works
1
Submit a case
Share non-PHI case facts for a preliminary review.
2
Case review
Gregory reviews the file and shares underwriting guidance, typically within 24–48 hours.
3
Carrier path
Guidance on which carriers' underwriting guidelines may fit. You keep the client relationship. Carriers decide coverage.