Uniquely developed by the brokerage industry, The NAILBA Field Underwriting Guide is an interactive resource designed to get right at those “weak spots,” so that applications can be completed right the first time.

The Guide can be used to:

• Highlight key points of the application for faster underwriting
• Check applications to make sure they are complete
• Set and manage expectations with the client
• Ensure the right information is gathered for every case
• Educate producers about risk factors and how to optimize the medical assessment process.

Learn more about the Field Underwriting Guide 2.0, click here.

Choose your promotional and distribution options for the Guide, click here.

To request a customized copy of the Field Underwriting Guide, send your agency logo and contact information to mliston@nailba.org.

Questions? Contact NAILBA at (703) 383-3081