U-Direct

We know getting an application from point-of-sale to policy issuance fast and error-free is your priority.  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.

We handle it all
U-Direct’s fully integrated process enhances application fulfillment and requirements gathering from start to finish.  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 efficiently and in good order for the best possible return rates.

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

Many of our customers choose 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.

Choose U-Direct and you’ll have a single point of contact for all inquiries – making it easier and faster for you to do business. 

Improve the speed, accuracy and quality of applications through U-Direct.  Contact us for more information.