Advisor Tools
Online Underwriter
Online Underwriter utilizes the XRAE technology system that immediately returns an underwriting rate class or rate class range based on published and unpublished insurance company underwriting rules. You may request a password to access this system by clicking the request button below.
Managing client expectations is paramount to delivering prudent life insurance recommendations to your clients. Online Underwriter allows advisors to estimate a client’s underwriting health class based on build, blood pressure, cholesterol level, and specific medical impairments. Manage your clients’ expectations with our on-demand Online Underwriter system.
This website is for financial advisor and insurance agent use only.
Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC.
Advisory Services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor.
Advisors Financial Group, Inc. is independent of Concourse Financial Group Securities, Inc.