U-Direct

U-Direct was designed specifically for the insurance direct marketing channel.

Fast and error-free application fulfillment for direct marketers

We know that getting an application from point-of-sale to policy issuance fast and error-free is one of your top priorities. That’s why we’ve developed U-Direct, a service that was designed specifically for the direct marketing channel. Our unique integrated order and fulfillment process provides quick and accurate gathering of underwriting requirements and complete case management for greatly increased return rates and placement ratios.  Choose U-Direct and you’ll have a single point of contact for all inquiries, thus making it easier and faster for you to do business.

We Handle It All
U-Direct’s fully integrated process enhances application fulfillment and requirements gathering from start to finish. This means that we monitor the exam, deliver the application for signatures and review it for completeness and accuracy. You can be assured that applications arrive in carriers’ hands quickly, efficiently and in good order, resulting in the best possible return rates.

Flexible Workflows
Whether you prefer electronic delivery of the application or need it physically delivered, we can handle any workflow for application fulfillment. Our unique electronic upload processing makes application delivery fast and simple. Upon request, we can also hand-deliver the documents for signature at the time of the exam.

Our customers have the additional option to further cut cycle time by express ordering attending physician statements (APSs) during application fulfillment.

Total Case Management
We provide complete case management of all requirements. Each case undergoes a careful quality review through our centralized quality department. The case is reviewed for completeness and legibility before images are bundled and electronically submitted to carriers in good order.