Case Management Requirements

PART I – LICENSING, CONTRACTING, AND COMMISSIONS
Case managers work both independently and interdependently. In this video, we will explore the interdependencies and external parties you may interact with in your role. You will learn additional facets of the life insurance process, including contracting, licensing, and commissions.

PART II – TRACKING AND DOCUMENTATION
As a case manager, your main responsibility is to move a case forward. Your ability to properly document where a case is at, at all times, is critical. This video provides an overview of the information and data that must be tracked throughout the duration of the case management process.

PART III – THE RIGHT PRACTICES FOR SUCCESS
Communication is one of the most important skills and responsibilities in the case management process. In this video, you will learn the right practices for communication, including when to call vs. email, interacting with underwriters and vendors, and best practices for negotiating underwriting decisions.