Clients get answers and assurance. You get a simple, yet thorough addition to your business. Contact the Advanced Case Design team at (800) 589-3000 ext. 1243 to get started!
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No policy is too complicated or outdated. If there’s coverage out there, we can review it. And, when necessary, we’ll find a way to bring it up to speed.
This form is your first step to allowing our team to complete a policy review. The in-force authorization form allows Ash Brokerage to obtain in-force ledgers and any relevant data for your client’s policy. Some insurance companies require specific authorizations to be completed before we can begin a life insurance policy review. You can review the list of carrier-specific forms, or contact us for direction.
Here are some of the most common questions we get asked about the Ash Life Audit. We're your go-to life insurance product experts — ready to walk you through reviewing your clients' coverage.
After getting all the materials from the carrier, our team typically responds to you within three-five business days. Of course, every situation is unique. Our primary goal is to serve you and your client with a thorough review. When contacting us, make sure to let us know if you have a meeting currently scheduled with your client and we'll do our best to accommodate your needs.