How To “Ace” The Insurance Underwriting Phone Interview

Updated: April 12, 2024 at 9:39 am

If you apply for life or disability insurance, usually the carrier sets up a paramedical exam. The exam consists of health questions, a height/weight check, a urine sample, among other requirements. In the past few years, many carriers are moving away from the traditional process of a paramedical exam to a simplified, non-medical insurance process. The simplified process excludes the paramedical exam. It usually does, however, require a phone interview with a member of the carrier’s underwriting team. In this article, we discuss the simplified process in more detail. We also discuss how you can “ace” the insurance underwriting phone interview.

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