One of the many tools offered by Life Brokerage Financial Group is our case status inquiry tool This tool enables each of our licensed independent insurance agents to access their current pending and past business 24/7. Whether checking on a current progress or running reports on past business, you are able to view each case submitted as well as all correspondence between Life Brokerage case managers and the insurance carrier.
When you submit a case to Life Brokerage, one of our experienced case managers will enter the case into our case management system. From start to finish, all of your fixed life, fixed annuity, LTC or DI business will reside on our systems. Upon successfully logging into our system, by clicking “access case status”, you are able to query our system for line of business (Life/Annuity/LTC/DI), status type (in progress/placed/not placed), App type (formal/informal) or by clients name.
By choosing the case you are looking for, the case details, requirements, comments and all policy information is available to you. If at any time you would like to send your case manager an email or simply give us a call to discuss your case, we are here to service you and your business.