FIELD UNDERWRITING GUIDE TIP #2: Three Simple Tips to Eliminate Underwriting Delays

Date Friday, October 5th, 2007 7:49 am

ELIMINATE UNDERWRITNG DELAYS

Common areas often overlooked:

  • Completing a signature everywhere a signature is asked.
  • If a question is answered with a "yes," details regarding that question need to also be provided.
  • Checks to make sure all dates on the application are the same.
  • For example, First Colony will refund a check if the date on the check is different than the date on the conditional receipt. Travel 3

2) Doctor Information that is often not included:

  • Name
  • Address
  • Telephone number
  • Date of last visit
  • Reason for last visit

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