Case Design & Enrollment Support

The range of services is based on direction from the advisor/partner, and can include standard or expanded support:

• DSI provides a comprehensive premium and benefit comparison of the top disability products available to every client. Illustrating multiple carriers and multiple options is the cornerstone of our design process.
• DSI can handle all aspects of the sales process, including client education, application completion, underwriting, and administration; or we can provide all the information to the advisor for dissemination to the client.
• If there is adverse medical history, we discuss it with the carriers before quoting to find out who will make the most competitive offer.
• If traditional products do not satisfy a client’s needs, DSI is adept at identifying coverage opportunities through Lloyd’s of London and other specialized carriers that operate only in select professional circles.