New Business and Underwriting Best Practices

A helpful guide you’ll want at your fingertips. 

New Business and Underwriting Best Practices

  • Avoid common submission mistakes
  • Best practices for getting applications auto-issued
  • Agent portal and Agent app tips

Drive Your Life Business

  • Complete real-time underwriting assessments via the new Underwriting Quotes self-service tool on the NLG Agent Portal
  • Impairment-based reflexive questions yield “best case” underwriting classifications aligned to NLG’s proprietary underwriting rules
  • Immediately render a tentative* rating class and improve your placement rates with accurate and consistent rating assumptions
  • All generated quotes are securely stored and can be referenced later
  • Streamlined process automates hand-off to NLG underwriter when manual review may be required

*Tentative rating class is based on medical or general information provided.  Final offers are subject to formal application and underwriting review.