Our systematic approach to all cases guarantees that we operate in the most efficient manner possible, often savings weeks (if not months) off the application and underwriting process. By having dedicated processes and specialists for each stage, you can rest assured that all of your cases are managed both professionally and efficiently.
IDN 4 Stages of Concierge Insurance Services
Case Design & Illustrations
Experienced Specialists assist your advisors in Case Design, finding the best solution for your client in both simple and complex cases.
1) Contact your specialist to receive a quote or assist in a case design for the more complex cases.
2) Review the illustrations. IDN has access to multiple carriers, including most industry leaders.
3) Notify our team which policy and carrier you select.
License & Appointment
Our dedicated Contracting Team oversees our appointment process. By taking this burden off of your Operations team, we save you much valuable time.
4) Confirm agent licenses and appointments are up to date.
5) Utilize electronic signatures where possible to get agents current and contracted, making for a seamless process.
6) Access to SuranceBay, our Agent portal that keeps them current.
Applications & Underwriting
By overseeing the application & underwriting process, we allow you and your team to focus on what you do best, all at NO cost to you.
7) Provide basic client information to our team, which provides familiarity for our Application team and keeps personal information secure.
8) Conduct phone interview with the client to complete the application paperwork, allowing the client to keep medical histories private and removes unwanted conversations.
9) Submit all executed paperwork to the carrier for underwriting.
Case Management & Payout
Our digital case management tracker keeps your team in the know, with online access to all cases, 24/7.
10) Monitor cases regularly to see they are processed swiftly. (Advisor access provided)
11) Ensure all policy documents are delivered in full and on time.
12) Verify both premium payment and commission payout is received.
