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 – UNDERWRITING BASICS Underwriting is one of the most crucial stages in case management. Underwriting is the process an insurance company utilizes to determine how to categorize an applicant or proposed insured based on their mortality risk. In this video, you will learn the key underwriting risks and considerations, including a discussion on medical risk factors, paramedical exams, and attending physician statements (APS). PART I – UNDERWRITING BASICS CONTINUED This video continues our discussion on underwriting basics including the role of the MIB Group, lifestyle and financial underwriting factors, income replacement guidelines, and the various underwriting tools and databases used in the risk assessment process. PART II – RISK / RATE CLASSES OVERVIEW Insurance underwriters assign risk and rate classes based on how statistically likely it is that a proposed insured will live a long and healthy life. Rate classes determine if an applicant will be approved for life insurance and the premium that will be required to pay for that coverage. This video provides an overview of rate classes, smoker vs. non-smoker rates, substandard and table rated cases, and how to navigate and negotiate underwriting offers. PART III – FIELD UNDERWRITING Field underwriting is one of the most important processes used to help facilitate positive underwriting outcomes for clients. It is used by insurance advisors and case managers to collect data about a proposed insured’s known risks prior to formally submitting an application. As a case manager, your role is to help facilitate the field underwriting process to properly assess known risks upfront and steer cases to the right carriers. In this video, you will learn about the field underwriting tools available to better assess a proposed insured’s history and help determine an underwriting classification a client might qualify for. PART III – FIELD UNDERWRITING CONTINUED To support your role in the field underwriting process, this video provides an overview of major health risks and lab abnormalities to look for, major lifestyle risks, and major financial risks and considerations. PART IV – NAVIGATING UNDERWRITING DECISIONS AND REINSURANCE In this final video in the underwriting module, you will learn how to navigate underwriting decisions and potentially improve an underwriting rate class. This video will further discuss how to underwrite business cases and an overview of reinsurance and carrier retention limits.   FIELD DEVELOPMENT COMMITTEE Abby Milner Mann – Vice President, New Business The Milner Group Leah Mahoney, FLMI, PCS – Director of Operations Diversified Brokerage Services, Inc. Carolyn Sampson – Sr. Vice President of New Business The National Benefit Corp Kany MacLellan – AVP, Underwriting and New Business Brokers’ Service Marketing Group Haley Chaires – Life Relationship Manager Ash Brokerage Helena Roberts – Vice President Life Solutions, Underwriting, and New Business Lincoln Financial Group Heather Dowd – Sr. Training Consultant Life Solutions, Underwriting & New Business Lincoln Financial Group Amanda Singer, FLMI, ACS – Vice President Crump Life Insurance Services Tiffany Markarian – Managing Director and Founder Advantus Marketing, LLC Peri Lane – Owner Apis Productions   CONTRIBUTING SUBJECT MATTER EXPERTS Andrea Caruso – Executive Vice President and Chief Operating Officer MIB Group, Inc. Melinda Meyer – President Aspen Strategies, LLC Joangel Concepcion – Director, Memebership and Digital Engagement NAILBA Jane Riley – Chief Compliance Officer The Leaders Group, Inc. Alaina Winson – Support and Services Manager / Operations Project Manager Diversified Brokerage Services, Inc. Dawn Goss – Licensing and New Account Specialist Diversified Brokerage Services, Inc. Lori-Anne Walker – Chief Underwriter Diversified Brokerage Services, Inc. Jann Varner, FLMI – Case Design Team Manager Diversified Brokerage Services, Inc. Brandon Johnsen – Senior Case Design Analyst Diversified Brokerage Services, Inc. Shannon Daly – Product Analyst, Individual Life Lincoln Financial Group Read more

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