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Planning for a “New Normal” in Life Insurance Underwriting

COVID-19 has forced many around the world to rethink their daily lives, from work, to school, and even the underwriting process. Accelerated underwriting had already been gaining traction in the life insurance world before COVID-19 hit, but the restrictions resulting from the nationwide “shut-down” have moved this process more to the forefront.

Beginning Wednesday, April 29, through June 25, join us on Thursday’s at 1:00 p.m. EDT to hear directly from experts in the field on how they are navigating this evolving “new normal” and how one can succeed in this new reality.

Part 1: Fast-Tracking the Transformation in Underwriting

Speakers: Gonzalo Garcia of AgencyONE, Dave Dorans of Clareto, Neal Halder of Principal Financial Group, and Nichole Myers of Swiss Re

Date/Time: Wednesday, April 29, at 1:00 p.m. EDT

Please visit here to catch up on the recording of Part I of this series.

Part II: Embracing the Accelerated Life Insurance Underwriting Process

Speakers: Gonzalo Garcia and Jessica Caracofe of AgencyONE, David Appel of Appel Advisors’, and Susan Ghalili of John Hancock

Date/Time: Thursday, May 21, at 1:00 p.m. EDT

Last month, we discussed how accelerated underwriting for life insurance is on the fast track due to COVID-19. Join us Thursday, May 21m at 1:00 p.m. EDT, as Gonzalo Garcia of AgencyONE hosts a moderated discussion between Susan Ghalili of John Hancock, Jessica Caracofe of AgencyONE, and David Appel of Appel Advisors. These experts will walk through a series of unique cases that they have completed over the past two months and discuss what challenges they faced. We will see how they have navigated these challenges by using new technologies available to the underwriting profession.

Part III: Flash Forward

Speakers: Gonzalo Garcia of AgencyONE, Colin Devine of C. Devine, Associates & Health Catalyst Capital, and Trey Reynolds of MIB Group Inc.

Date/Time: Thursday, June 11, at 1:00 p.m. EDT

What is the Future of Life Insurance Underwriting in a post COVID-19 World? Join Gonzalo Garcia of AgencyONE, Colin Devine of C. Devine and Associates & Health Catalyst Capital, and Trey Reynolds of MIB Group Inc. in a thought-provoking conversation around what to expect in the coming months. These experts will discuss how agents and advisors are more important than ever as they guide clients through these unprecedented times and beyond.

Part IV: Where Are We Now?

Speakers: Gonzalo Garcia of AgencyONE, Nichole Myers of Swiss Re's, Dave Dorans of Clareto, and Neal Halder of Principal Financial Group

Date/Time: Thursday, June 25, at 1:00 p.m. EDT

Accelerate Underwriting has been the “new normal” for the past three month due to COVID -19. As we begin to enter into the re-entry phase, where does this leave the life insurance underwriting process? Join us Thursday, June 25, as Gonzalo Garcia of Agency One hosts a moderated discussion between previous panelists David Dorans of Clareto, Neal Halder of Principal Financial Group, and Nichole Myers of Swiss Re. These experts will discuss the underwriting changes they are continuing to see since we last spoke, and how to bridge adoption of the successes we have experienced due to the pandemic.

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Resources

PDF: Clareto Coverage Map May 2020

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