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Had two cases declined this week despite matching previous underwrites. Curious whether packaging notes are being read.
Sharing our board pack format below. Interested in how smaller firms are handling the outcomes monitoring piece.
Currently on a legacy system, tempted by Plannr and Intelliflo Office. Real-world experience welcome.
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First DIP came back same day. Sharing the affordability output for reference.
Client is 34, non-smoker, £45k IP requirement. Underwriting outcomes attached.
Looking for practitioners who've done this recently — happy to compare notes.
Happy to answer criteria questions here before the launch webinar.
Currently with Collegiate. Broker has come back with three alternatives.
Focus seems to be cashflow modelling assumptions and vulnerable client evidencing.
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