As You Follow Up - Broker Support

SterlingBridge provides a project management approach to client support by providing full case tracking from the beginning of the case by filing complete applications through its full cycle from informal to formal and paid. We initiate communication with carriers and take a proactive approach to follow-up.

Areas of Expertise in Broker Support:

• In-house call center support to help FA’s and Brokers begin the Underwriting Case Process
• Ordering of APS’s, exams and medical summaries for clients as needed
• Full Underwriter review of all client APS’s and Medical history prior to Carrier submission to confirm client health as illustrated and set expectations
• Review of formal applications and additional forms for accurateness prior to submission to the carrier
• Assistance with brokers to ensure that specific carrier underwriting requirements are met successfully at every stage of a case
• Guidance on how brokers can help ensure their clients achieve the best results from their insurance exams and other carrier requirements
• Hands on case management to ensure cases are moving forward in a
  timely manner by offering excellent turn around time with our premier
  carriers
• Proactive case follow up to discuss underwriting results, case design,
  and overall final case funding method to get case issued and paid
• Commission tracking for accurate and timely payment to FA's and Brokers