CASE SUPPORT

Raising the bar one case at a time

Case management and underwriting work directly with you to close business as efficiently as possible

They specialize in handling applications that were originally rated or rejected by a carrier

What are the differentiators of our case support team?

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UNDERWRITING AUCTION

We ensure that you receive the best combination of carrier, product, and pricing to share with the client.

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DAILY ANALYSIS

Large cases are reviewed daily by both the case management and underwriting team to get cases issued and placed as soon as possible.

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EXECUTIVE REVIEW

Complex and/or large cases are elevated to and reviewed by the senior management team on a weekly basis.

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FOREIGN NATIONAL EXPERITSE

Our team is composed of experts in foreign national planning who can help you streamline an otherwise complicated, risky process.

A new level of complex case support

With comprehensive support and round-the-clock availability, they handle cases with unmatched sophistication, ensuring that every aspect of the case has been thoroughly investigated and runs smoothly

They help identify hidden opportunities or potential shortcomings that lie beneath the surface of the case

They can help walk you through the complex legalities of international cases

800-356-1167  |  info@pinnacleifs.com 7791 Belfort Parkway, Jacksonville, FL 32256