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Case Underwriting
Evaluate Applications for LTC Insurance
Individual case underwriting (in-house or remote) to support peak case loads, anticipated absence of key underwriting personnel and/or special group underwriting requirements.

Develop and Implement Total LTC Underwriting Audit Program
Conduct management consultation to determine extent of desired program and goals to be achieved.  Determine sample to be audited.  Create standards for worksheet documentation.  Introduce program benefits to underwriting personnel, management and marketing entities.  Create individual and department reporting structure.  Announce capability to perform similar audits in response to field concerns.

Conduct and Manage LTC Case Audits
Perform individual case audits in support of underwriting/reinsurance parameters.  Create and support standards for individual underwriter scores and manage results accordingly.

Development of Quality Control Program
QC is more than just case underwriting.  We're talking QC from application completion to submission to new business processing to underwriting to policy issue.  Find those areas that slow business down or result in loss of business.

James A Barrett
2718 Lovett Lane
Cedar Park, TX  78613
512 996-8334
jim@underwritingassist.com

Norm Kono
Norm Kono
Menifee, CA  92584-8098

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