Case Management

Access your pending cases 24/7

Round-the-clock case status checks and underwriting notes on myAdvisor Cloud, backed by dedicated case managers who move your applications through underwriting as fast as possible.

Check Case Status on MAC Get Contracted

Access to underwriting notes and round-the-clock case status checks.

24/7 Case Access

Brokers Alliance® offers 24/7 access to underwriting notes, as well as round-the-clock case status checks on our myAdvisor Cloud (MAC). Work with dedicated case managers to help the case approval process take place as quickly as possible.

What You Get

Built to move cases faster

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In-house underwriters

Use in-house underwriters to process cases as quickly as possible.

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Status 24/7

Check the status of pending cases any time, day or night.

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Accuracy review

Every case is reviewed for accuracy and compatibility before it moves.

The Case Manager's Role & Process

Service built on trust and value

Case Managers assist agents in providing supportive services that promote solutions. We provide exemplary service and build long lasting relationships built on trust and value. Case Managers review new business submitted to ensure financial, medical and lifestyle suitability to reduce the underwriting process. Our goal is to get the application through underwriting as quickly as possible.

Case Status Tools