“A One Stop Life, Health, and Annuity Resource.”

EP Underwriting

EP Underwriting

Underwriting continues to serve as the fundamental basis for establishing the rating class of a submitted case; EP’s tools, systems, and US-based Underwriters are positioned to assist your firm in offering support at every stage, from the initial referral to a finalized and approved case.

Service Features

Prequalification and management of Informals

Shopping rated cases

Medical record retrieval and comprehensive summaries

Electronic access to reports of individuals’ prescription drug and lab data, names of prescribing and ordering physicians, plus actuarial data

Case consultation and assessments

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