Field Underwriting Guide

The NAILBA Field Underwriting Guide version 4.0 is now available and can be downloaded from the Member Resources page.

Uniquely developed by the brokerage industry, The NAILBA Field Underwriting Guide is an interactive resource designed to get right at those “weak spots,” so that applications can be completed right the first time.

The Guide can be used to:

  • Highlight key points of the application for faster underwriting
  • Check applications to make sure they are complete
  • Set and manage expectations with the client
  • Ensure the right information is gathered for every case
  • Educate producers about risk factors and how to optimize the medical assessment process

Version 3.0 of the Field Underwriting Guide has been updated to work with the latest versions of Adobe Acrobat. It is easy to navigate, and easy to use! We have even created a users guide to help you and your producers use the new guide!

  • You can access the individual forms and documents in the guide HERE
  • Promote the guide to your producers with our email template.

Questions? Contact NAILBA at 703.884.1525.