Tag: Asset Care

Just for the kicks – AI says …

Just for the kick of it, I asked ChatGPT to “WRITE AN ARTICLE ABOUT LONG-TERM CARE PLANNING” and this is what it spilled out. Long-Term Care Planning: Why It’s Essential for Your Future When most people think about their future, they envision retirement, travel, and spending time with family. However, there’s another important aspect that... Continue Reading →

Time to Get Personal

Last week, I talked about reviewing your book of business and combing for opportunities within your client base.  This week, I will talk about reviewing someone’s long-term care plan. “You talk about that all the time,” you say. That is true.  Today, however, I am making it personal.  I want YOU to review YOUR plan... Continue Reading →

Review the Book

Last week, I shared a few outreach ideas that you can employ to jumpstart your business for next year.  I intentionally omitted a couple in order to elaborate on one of them this week. This week, I will talk about reviewing your book of business.  The best prospect is always an existing client.  You already... Continue Reading →

Make Underwriting Smoother

For the past month, I’ve shared with you the enhancements to the OneAmerica Financial Asset Care underwriting process called Flex.  If you want more, here is a link to last week’s FWF. Flex underwriting is intended to make the process quicker.  The ideal way to do this is submitting the application via eApp. Here is a... Continue Reading →

More on Flex Underwriting

On October 6, Flex Underwriting for Asset Care was launched in more than 35 states.  All business submitted electronically,  whether it was through to OneAmerica Financial producer portal (OneSource Online) or your organizations eApp platform, was the beneficiary of Flex. As I noted in an earlier FWF, paper is impacted as well but the impact... Continue Reading →

Flex Underwriting Paths

We have been talking about underwriting for the past few weeks, specifically the introduction of Flex Underwriting that was rolled out in 35 states on October 6.  If you want a 3 minute overview of the program, we have one on the Flex Underwriting Resource page.  You will also find there the revised process guide... Continue Reading →

Flex Underwriting is here!

Coming your way on October 6 in more than 35 states is Flex Underwriting for the Asset Care® product.   Flex Underwriting will be delivering added speed, enhanced intelligence and a more streamlined experience to even more of your cases.  The launch of Flex Underwriting marks another important step forward in our commitment to leveraging technology while delivering... Continue Reading →

It’s time to start

According to estimates from the U.S. Department of Health & Human Services, over half of Americans turning 65 today will develop disabilities significant enough to require long-term support and services.  This differs from the oft quoted and heavily criticized statistic of 70% of people age 65 will need some form of long-term support and service... Continue Reading →

Easy street or work for you

I’ve got a challenge for you. We all know that you can (and do) write business with other carriers.  It’s just a fact and I don’t begrudge you for it.  In fact, finding the best solution possible for your client is what we are supposed to be doing. Let me ask this question. Are you... Continue Reading →

Instant Approval

Last week, I shared some information about the Pre-Underwriting Inquiry opportunity for any client that you may have.  Again, it is simply a tool that we encourage you to use BEFORE submitting a formal application.  Today, with a mind toward underwriting, I am sharing with you an INSTANT APPROVAL underwriting opportunity. This is a very... Continue Reading →

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