Managing Long Term Care (LTC) cases can be complex, but you don’t have to navigate it alone. Our dedicated LTC Case Management Team is here to provide seamless support throughout the entire case lifecycle—from initial review to policy issue and beyond.

Here’s how the case management team helps ensure every case moves forward smoothly and efficiently:

Initial & Second Reviews
Case management thoroughly assesses applications to catch any potential issues early, reducing delays and ensuring accuracy, which makes the underwriting process more efficient.

Ordering Medical Records, Phone Interviews, and Face-to-Face Assessments
They take care of the logistics, so you don’t have to, coordinating with vendors and the underwriting team directly.

Ongoing Communication & Case Monitoring
Need more info? Case management proactively communicates with marketers and producers to collect missing pieces and check case status weekly, keeping you updated at least every 15 days.

Overcoming Roadblocks
Case management assists in resolving missing application requirements, interview concerns, or benefit challenges. It is our goal to work hands-on to remove barriers and keep cases on track.

End-to-End Support
They follow up for APS/PHI/F2F requests, manage post-issue requirements, and notify you when the policy is officially In Force. Plus, they’re here to assist with any billing or benefit changes that arise post-issue.

When you partner with us, you gain more than just a service—you gain a team dedicated to getting each application across the finish line, faster and with fewer headaches.

Let’s make your LTC process smoother than ever.

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