Underwriting

Accurate underwriting is one of our specialties and goals at Pinney Insurance. We provide our brokers the tools they need to successfully evaluate their client's health and best options. We are also ready to step in whenever necessary to help out and put our in-house team to work for you and your client.

Underwriting Tools

The following underwriting tools are available for all of our brokers and producers:

Carrier Underwriting Guides
XRAE Pre-screen tool
RSA Medport
Informal Submissions
Proprietary Case Clearing House System
Simplified / Guaranteed Issue Products
Table Shave Programs

In-house Support

Our dedicated in-house underwriting team is standing by ready to help. Our in-house team includes:

Mike Woods, In-house Underwriter
Linda Goodwin, MD, FACP, Medical Director

Success Stories

Click here to read about some of our medical underwriting success stories.

Ask the Underwriter Impaired Risks Table Shave Programs Underwriting Guides XRAE Pre-Screen

Use the Policy Assessment Kit to create unbiased, third-party support for addressing your client's underperforming policies.

2/22	Tax Saving/Minimizing Strategies
3/7	EZLifeSales Webinar
3/21	Policy Assessment Webinar