When You Need Help - Negotiation


SterlingBridge negotiates with carriers throughout the case design process to help brokers put forth the highest-quality proposal available based on their clients’ financial and medical history.


Areas of Expertise in Negotiation:

  • Medical and financial negotiations with carrier underwriters and medical directors to achieve the formal case that meets your clients’ needs
  • Creation of cover letters and other documents for carrier underwriters to explain details of complicated cases and achieve approval
  • Additional letters and calls to your clients’ doctors as needed to acquire pertinent medical information that will help carriers make the best case determination
  • Research on specific medical impairments to present the client in the best possible light to carriers
  • Work with carrier product, marketing, and actuarial departments to achieve approvals on cases that have special needs
  • Collaborate with carriers’ underwriting and new business teams to enhance broker marketing and sales strategies related to all cases
Negotiation