THE BROKERAGE RESOURCE

  • AEP
    • AEP Marketing Materials
  • Licensing & Contracting
    • Existing Agents
    • Find Out More (FAQs)
    • Licensing Tools
    • New Agents
  • Products & Carriers
    • Carrier Selection
    • Forms & Supplies
    • Incentives & Trips
  • Quoting & Apps
    • Electronic Apps
    • Medicare Center
    • Quoting Tools
    • Underwriting
  • Marketing & Leads
    • Brochures
    • Email & Mailers
    • Leads & Prospecting
    • Logo Design
    • Marketing Program
    • Product Fact Sheets
    • Seminars & Webinars
    • Social Media
    • Websites >
      • Consumer Website Quoting Tool
      • Website Review
  • Tools & Training
    • Education & Training
    • Referral Program
    • Secure File Upload
    • Tips of the Trade
    • Webinars
  • Contact
    • Meet the Team
    • Our Story
    • Testimonials
  • News
    • Industry Events
    • Industry Resources
    • The Resource (Blog)
  • AEP
    • AEP Marketing Materials
  • Licensing & Contracting
    • Existing Agents
    • Find Out More (FAQs)
    • Licensing Tools
    • New Agents
  • Products & Carriers
    • Carrier Selection
    • Forms & Supplies
    • Incentives & Trips
  • Quoting & Apps
    • Electronic Apps
    • Medicare Center
    • Quoting Tools
    • Underwriting
  • Marketing & Leads
    • Brochures
    • Email & Mailers
    • Leads & Prospecting
    • Logo Design
    • Marketing Program
    • Product Fact Sheets
    • Seminars & Webinars
    • Social Media
    • Websites >
      • Consumer Website Quoting Tool
      • Website Review
  • Tools & Training
    • Education & Training
    • Referral Program
    • Secure File Upload
    • Tips of the Trade
    • Webinars
  • Contact
    • Meet the Team
    • Our Story
    • Testimonials
  • News
    • Industry Events
    • Industry Resources
    • The Resource (Blog)

underwriting factors

Underwriting Field Guide
Gathering as much medical information on a client before taking an application with a carrier is the most important part to the entire application process. Download the complete Field Guide or click on a condition listed below for a PDF questionnaire to enter specific medical information on a client.
Conditions A - F
Alcohol Usage
​

Angioplasty
​

Anxiety Disorders

Arthritis
​

Atrial Fibrillation

Avocations

Build
​​​Bundle Branch Block​​

Cancer

Bladder Cancer
​

Breast Cancer

Cervical Cancer

​
Cerebral Palsy
​

Chronic OPD
Congestive Heart Failure
​

Coronary Artery Disease

Coronary Bypass

Crohns Disease

Cushing Syndrome

Dementia/Alzheimers​

​​​​Depression
Diabetes

​Down Syndrome


Driving

Drugs

Eating Disorders

Emphysema

Enlarged Heart​

​​​​Epilepsy
Conditions g - p
Glomerulonephritis

Heart Attack

Heart Failure

Heart Murmur

Hemochromatosis

Hepatitis
​

Hypercoagulable Disorder​
​
Hyperglycemia

​
Hypertension
​

Irregular Heartbeat
Kidney Function

Kidney Transplant

​Leukemia


Liver Tests

Lung Disease​

​​​​Lupus

​
Lymphoma


Mental Disorders

Mitral Valve Disorder

Mitral Valve Prolapse
Multiple Sclerosis

​Neuromuscular Disorder


Ovarian Cancer

​Pacemaker​

​​​
Pancreatitis

​Panhypopituitarism


Paralysis
​

Parkinsons Disease

Personality Disorders

Pheochromocytoma
​Polycystic Kidney Disease

Polyp, Cyst, Tumor Growth

​
​​Prostate Benign​

​
Prostate Cancer

Proteinuria
​

PSA Elevated
Conditions s - z
Sarcoidosis

​Scleroderma Crest

Sickle Cell Anemia

​
Skin Cancer

Sleep Apnea

​
Spinal Cord Injury
​

​​Stent
Stroke/TIA

Testicular Cancer​​​​

Thrombus

Thyroid Disease
​

T Wave Changes
​

Valvular Heart Surgery
 

Connect

1480 Chapel Ridge Road
Suite 200
Apex, NC 27502

​800.928.4998
919.489.3600
​919.419.0401 (fax)

info@tbrins.com

Products

​Ancillary
​Critical Illness
Dental, Vision & Hearing
Hybrid Life & LTC
Life & Annuities
​
Long-term Care
​Medicare

Resources

Contact Us
Contracting
Directions
​FAQs
Marketing Program

​Privacy Polic
y
​Terms of Service
The Brokerage Resource, LLC. © 2022