NCMC - Section 4: Types of Case Submissions

The NAILBA Case Manager Certification Program helps train and develop new case managers on the life insurance case management process, while certifying existing case managers on the key skills, responsibilities, and best practices that are essential for their role. The program, which has been designed with a life insurance focus, is comprised of eight online learning modules with mastery quizzes for each module.

Section Overview:

PART I – PREPARING THE APPLICATION
The life insurance application process may differ from one carrier to another; however, most applications provide the same basic information. In this video, you will gain a better understanding of the parts of a life insurance application and supplemental forms. You will learn the critical need for applications to be submitted In Good Order (IGO) vs. Not in Good Order (NIGO) and how to prevent NIGOs.

PART II – AVAILABLE SUBMISSION METHODS
The role of technology and digital trends in the life insurance industry has resulted in new efficiencies for submitting insurance applications and expediting the underwriting process. In this video, you will learn the impact of the different submittal processes available and how they affect the underwriting process and placement ratios.

FIELD DEVELOPMENT COMMITTEE

CONTRIBUTING SUBJECT MATTER EXPERTS