Sample Case History For Brokerage Clients - Guardian Disability Insurance Brokerage

Case History

This is a sample of the On-Line Tracking page. This allows you to access your case status any time of the day. There is a section for you to e-mail us responses and comments on your cases; we will do our best to respond to your comments immediately.

Policy Number	Insured	Agent	Last Update
Z11859DD	Michael Darren M.D.	Steven Crawford	5/19/13, 1:06 PM by Susan Campbell

Insurance Type:	Disability Insurance
Policy Series:	1400
Product Description:	Provider Plus
Benefit Amount:	$5,000.00
Annual Premium:	$2,912.80
Billing Mode:	Annually
Premium Type:	Level
Payment:	$0.00
Elimination Period:	90 days
Benefit Period:	To Age 67
Occupation Class:	4M
Type of Business:	S Corp
Telemed:	Yes
Status:	Underwriting
Riders:	Cost of Living Residual
Riders-Options:	COLA-3%, Residual
Underwriter:	Joe Underwriter
Submit Date:	01/01/2010
FIO Amount:	$3,500
Anniversary Date:	01/28/2010
Discounts:	Non-Smoker
Special Risk:	Back Exclusion
Premium, in Suspense:	$0.00

Policy information shown may not be 100% accurate; automatic increase riders and policy information changes could be missed on this page. This page is merely intended to be a close suggestion to what your clients have. For an exact Guardian policy status form please call us and we'll fax a report to you.
For Producer Use Only, Not For Use With General Public.

Financial Balance Group LLC is a general agency of The Guardian Life Insurance Company of America, NY, NY. Guardian Disability Insurance Brokerage is the brokerage arm of Financial Balance Group LLC. Disability insurance agent information provided on this web site is for broker use only. For important information about the disability insurance products and insurers discussed on this page, as well as information concerning Guardian Disability Insurance Brokerage or the General Agency representing Guardian, please click here.
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