Field Underwriting

Video Summary

This video explains field underwriting in the life insurance application process. Field underwriting involves gathering health and background information to assess client eligibility and rate class. It's important to ask targeted questions about age, height and weight, tobacco use, driving record, family health conditions, and personal medical history. Field underwriting should be done before providing a quote or submitting a formal application. Pre-qualifier forms can streamline the process and improve communication. Field underwriting saves time and helps both agents and clients navigate the application process more effectively.


(00:08) What is Field Underwriting?

What does it focus on?

(1:09) Information Needed

Date of birth, height and weight

(2:37) Pre-Qualifier Form

Where to find the form

Related Videos: