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NEW BUSINESS

MRW FINANCIAL IS MORE THAN PREPARED TO HANDLE YOUR CASE FROM DAY ONE.

MRW Financial’s unique new business model allows an ease of doing business. MRW believes that relationships matter and to continue to build on the relationships made through the years, we allow you to use one case manager for all your needs. Your case manager will be your point of reference for all aspects of your relationship with MRW Financial. Whether it is contracting, commissions, submitting new business or policy owner service, you can continue to contact one case manager for all your needs.

MRW’s New Business Team is equipped to handle your most difficult cases with two case managers, a dedicated internal underwriter and our long-term carrier relationships.

COMPLETING THE APPLICATION

Applications can be overwhelming. Our Case Management Team is here to help guide you through the applications and make sure you are getting all the forms you need to submit your application. We have compiled a checklist of best practices when submitting business. By following this guideline, you can circumvent many processing issues.

Your case manager is always available to go through the applications with you over the phone or in the office.

Application Best Practices

GETTING STARTED WITH IMPAIRED RISKS

Field Underwriting

Do you need some help getting started? Use our Field Underwriting QuestField Underwriting Questionnaire as a guide to help you learn more about your client and set a realistic expectation with your quotes and processing times. If your client answers yes to any of these questions, please complete the risk specific questionnaire or call our office for additional assistance.

Field Underwriting Questionnaire

Risk-Specific Questionnaires

INFORMAL INQUIRIES

For cases that we know have medical impairments, we can process as an Informal Inquiry. We will need an authorization form sign by your client along with a list of all doctors and medications. We will order all the client’s medical records and then have our underwriter summarize the file and send to our carriers for a tentative medical offer. This process normally takes about 4-5 business days once all medical records have been received. You will receive an email listing all tentative offers along with suggestions of which carrier might best fit your client’s needs.

Download the Informal Inquiry Here

Download the Authorization Here

Issued Other Than Applied For

Got a case that didn’t go the way you were expecting? If submitted with the illustration you quoted and a field underwriting questionnaire, your case is eligible to be shopped to other insurance carriers if the case was rated or declined. Our team will assess the reason for the rating or decline and work with you to address the underwriting issues and determine potential alternative carriers with whom you may want to resubmit the case.

LISA SMYTH, CASE MANAGER

Applications can be accepted by email, fax or regular mail. We don’t need originals with most of our paperwork. Please contact Lisa with any questions you may have.
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813-875-6331 (direct line)
813-875-7331 (fax)
lisa@mrwfinancial.com

PROVIDING THE SOLUTIONS YOU NEED TO SUCCEED

PROVIDING THE SOLUTIONS YOU NEED TO SUCCEED

High Level Commissions

High Level

Commissions

On-staff Certified Financial Planner

Brokerage Qualifying Member 

National Reach, Personal Touch 

On-Staff Medical Director/Underwriter

LOCAL (813) 875-6331   •   NATIONAL (800) 967-7661

MRW Financial Brokerage has insurance licensed representatives in the following states:
MO, CA, NC, CT, NY, SC, AL, KY, LA, MN, MT, OH, OK, OR, PA, GA, WA, TX, CO, MD, MS, UT, WV, ID, NH, NJ, TN, AZ, MA, FL, MI, NM, VA.

LOCAL (813) 875-6331   •   NATIONAL (800) 967-7661

MRW Financial Brokerage has insurance licensed representatives in the following states:
MO, CA, NC, CT, NY, SC, AL, KY, LA, MN, MT, OH, OK, OR, PA, GA, WA, TX, CO, MD, MS, UT, WV, ID, NH, NJ, TN, AZ, MA, FL, MI, NM, VA.