Help Clients Confidently Complete an STC PHI

The underwriting process for Short-Term Care insurance is generally easy, with approval rates exceeding 90%!

On occasion, a Phone Health Interview (PHI) may be required. In the STC space, PHIs don’t happen often but are used to clarify details or verify discrepancies on the application — usually related to medications.

When a PHI is required, skillfully prepare your client for a simple phone call and approval using our brand new 1-page reference sheet.

Click below to view/download:
Help Prepare Your Client: PHI reference sheet

Questions? Call our Marketing Team at 800-842-7799!