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

Pending Cases

Access Pending Cases 24/7

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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.

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

  • Check status of pending cases 24/7

  • Review cases for accuracy and compatibility

The Case Manager's Role and Process

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.

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