Field Underwriting Guide

The NAILBA Field Underwriting Guide version 3.0 is now available!

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

Version 3.0 of the Field Underwriting Guide has been updated to work with the latest versions of Adobe Acrobat.  It is easy to navigate, and easy to use!  We have even created a users guide to help you and your producers use the new guide!

To request a customized copy of the Field Underwriting Guide, send your agency logo and contact information to Rachel Marineau, Manager of Meetings and Education at rmarineau@nailba.org. This opportunity is only available to NAILBA member agencies.

NOTE:  The guide works best with Acrobat Reader version 9 or version X.  If you do not have Acrobat Reader, it is free - go to www.adobe.com to download it.  This enhanced PDF may not work well with some mobile technologies such as iPad or iPhone. 

You can access the individual forms and documents in the guide HERE.  These forms and documents are not customizable. 

Promote the guide to your producers with our email template - click here to download.

Questions? Contact Rachel Marineau, Manager of Meetings and Education at (703) 383-3069.