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Underwriting Training Solutions for New Agents

Learn about impacts of bad applications, DCN/QOB issues & how new agents can use trial apps & experienced agents for guidance in underwriting.

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Underwriting Training Solutions for New Agents

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  1. MPE AP AP Issue & Paid AP Issued & Paid 1 mo for 10% DCN 4 mo for a 78% QOB What is the impact of one bad app! $25 $277 $2,777 $1,259 $50 $555 $5,550 $2,522 $75 $833 $8,330 $3,786 $100 $1,110 $11,110 $5,550

  2. Underwriting Training • Agents contracted less than 90 days or those with poor • DCN or QOB upload load in office • Use trial apps on any insured 75 or older or those with • questionable health that would not accept a ALX as a • worst case. • New agents should have a UM or experienced agent to • as a “Life Line” for underwriting guidance. Solutions?

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