Different Insurance Carriers Spreadsheet

[bookshl]

Does anyone have a spreadsheet (that they can share) for all the main (relevant) carriers, listing which one is the best to use for certain conditions?

This question is for final expense cases only.

 

[SDCLife88]

Does anyone have a spreadsheet (that they can share) for all the main (relevant) carriers, listing which one is the best to use for certain conditions?

This question is for final expense cases only.

I have tried looking for the same thing, no success for me! Let me know if you find it!

 

[HoosierLife]

They're out there.................20

 

[Jerard]

This tends to boil down to a learned thing. I've seen threads regarding this before but I've never seen anything substantial. The problem is that by the time you get into making one you learn enough to not need one anymore, which is probably why their isn't a finished one.

The thing to do is study the health questions on every app for every company you have. Read them over and over until you know them or have a damn good idea of what each company is tough on and what each one is lenient on. In fact by doing this you can make your own "cheat sheet" in just a couple of hours.

What I do each time I contract with a new company is I'll carry their app around with me and read it whenever I have a free moment. Like in the bathroom.....standing in line at Disney World....during commercials......waiting for your date to quit yapping. You'd be surprised how many wasted moments there are during the day, put them to good use.

Good luck.

 

[0b1kanobee]

I have a spreadsheet on several of the Carriers. I didn't make it but it is pretty nice. I'm not sure how accurate it is because even if it was accurate a year ago, it may not be accurate now.

Several of the things you need to know about each carrier are on it from what I can see. I'm sure it could be updated with a few more carriers and getting rid of some BUT this 6 page sheet will get someone well on there way with a nice platform to work off.

I'm willing to share the sheet with a few people who are willing to fix any errors and share the newly produced sheet. So somebody needs to be able to create a decent spreadsheet like the one I already have.

 

[jdeasy]

What would be the benefit of such a spreadsheet?

 

[jack2010]

D C

 

[bookshl]

I would be willing to update and get back to you if you are willing to share.
- - - - - - - - - - - - - - - - - -
The benefit for this spreadsheet is to quickly learn where to place certain clients depending on their medical conditions.

 

[jdeasy]

I would be willing to update and get back to you if you are willing to share.
- - - - - - - - - - - - - - - - - -
The benefit for this spreadsheet is to quickly learn where to place certain clients depending on their medical conditions.

All I do is FE and I still don't see the value of such a spreadsheet. I've never asked for one nor do I want or need one now.

I must be missing something here.

 

[FEX Quotes]

All I do is FE and I still don't see the value of such a spreadsheet. I've never asked for one nor do I want or need one now.

I must be missing something here.

What you are missing is that some folks (including myself) have a need for a quick and easy references.

Not everyone has memorized their company's apps, agent guides and state approval charts.
- - - - - - - - - - - - - - - - - -

I have a spreadsheet on several of the Carriers. I didn't make it but it is pretty nice. I'm not sure how accurate it is because even if it was accurate a year ago, it may not be accurate now...

I'm willing to share the sheet with a few people who are willing to fix any errors and share the newly produced sheet. So somebody needs to be able to create a decent spreadsheet like the one I already have.

A nice gesture, but the problem with this is that what flies in FL may not fly in other states.