Crump Insights
Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
Crump Insights
Part 4: The Art of Field Underwriting: Knowing Your Client
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Crump Life Insurance Services
We conclude our four-part series with Crump President & CEO Mike Martini and Senior Vice President and Head of Underwriting Chris Cook discussing the art of field underwriting. No one knows your client like you do, and with the data sources available today, field underwriting is more important than ever. Gathering information and preparing clients for the process upfront can turn what used to be a months-long approval into days—or even minutes.