Announcement: SOA releases passing candidate numbers for September 2024 Exam SRM.

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  • Bank Insurance Marketing to the Middle Market Consumer
    Bank Insurance Marketing to the Middle Market Consumer Discussion of the selling of life insurance to the middle income market through banks and with the support of new technologies and ...

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    • Authors: Carmen F Effron
    • Date: Jan 2010
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Underwriting - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>E-commerce
  • Automating the Underwriting Process
    Automating the Underwriting Process NewsDirect article that discusses the benefits of automating the underwriting process. Underwriting speed, the east of case submission and sales support stand ...

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    • Authors: Susie Cour-Palais
    • Date: Jan 2010
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Life Insurance>Underwriting - Life Insurance; Technology & Applications>E-commerce; Health & Disability>Electronic medical record