If your client's app is declined, the underwriter will contact you via email and let you know. They will wait 24-48 hrs before informing the client via email or phone call.
In declined cases, we can facilitate moving the app data to a potentially better-fitting product:
- Shift app data to pursue an Ash Brokerage product
Submit a request to firstname.lastname@example.org stating "My client was declined and I'd like to investigate options to move the app forward through traditional or Ash / Crump Brokerage."
- Include the insured name
- Include the app/policy # if you have it (you can find this information in your Account Center)
- Include the Authorization form if utilizing Ash
- Ash form can be downloaded below