Underwriting – Risk Differentiation is and continues to be the core of CBIZ Special Risk. Your clients come to you for important insurance needs to protect their wealth, family, interests, legacy and lifestyle. But not all cases are created equally. Every client situation is different and deserves special underwriting consideration. Fortunately for you and your client, CBIZ Special Risk has a leading clinical and advanced underwriting resource team powered by a unique process of Risk Separation. The Risk Separation process will identify distinct attributes that effectively position your client and favorably differentiate them from similar fact patterns in the eyes of the underwriter.
With innovation in Risk Differentiation and a collaborative approach with our Advanced Planning Team, CBIZ Special Risk can deliver and implement exceptional results for you and your clients.
Check out the latest Underwriting ideas and resources in the Underwriting – Risk Differentiation IdeaCenter>>
Ask Our Underwriting Experts
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Tim Moynihan President, Chief Underwriter Officer 858-444-3100 Biography |
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Bob Denny Senior Underwriter 858-444-3120 Biography |
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Denise Shook Senior Underwriter 858-444-3148 Biography |
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Jeff Wolfle Underwriting Manager, East Region 610-862-2281 Biography |
Posted on January 7, 2011
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Posted on July 19, 2010
It is estimated that by the year 2030, 51 million of us, or about 19% of the population, will be older than 65. Of that, approximately 7.5 – 10 million will at some point seek out financial professionals for help with life insurance planning. ... read more »
Posted on June 23, 2010
In special risk underwriting, the concept of “all cases are not created equal” is only true if one comprehends the realities of Risk Differentiation. In analogous terms, Risk Differentiation, can be compared to the equal but different paintings... read more »