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Working with EMA Brokerage LLC

Working with EMA Brokerage LLC. EMA Brokerage LLC 1300 Route 73, Suite 306 Mount Laurel, NJ 08054 856-216-0211 Fax 855-267-5867. Interaction Chart. Client. Insurance Producer. EMA. Insurance Carriers. Interaction Model. Delivery of Results.

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Working with EMA Brokerage LLC

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  1. Working with EMA Brokerage LLC EMA Brokerage LLC 1300 Route 73, Suite 306 Mount Laurel, NJ 08054 856-216-0211 Fax 855-267-5867

  2. Interaction Chart Client Insurance Producer EMA Insurance Carriers Interaction Model

  3. Delivery of Results Insurance Producer/EMA Team Commitment to Success Client Profile & Underwriting Policy Placement Producer Presentation Submit Application(s) Client Presentation Case Design

  4. Delivery of Results Client Profile & Underwriting Producer Presentation Client Presentation Policy Placement Submit Application(s) Case Design • Key Steps • Complete Questionnaire • Goals • Gather information needed for informal/preliminary underwriting • Key Deliverables • List of doctors and signed HIPAA form • Responsibility • Insurance Producer

  5. Delivery of Results Client Profile & Underwriting Producer Presentation Client Presentation Policy Placement Submit Application(s) Case Design • Key Steps • Request Additional Information • - Financial Data • - Attending Physician Statements (APS) • Package informal application • Goals • Leverage EMA’s relationships to obtain most favorable offers from insurance companies • Protect Confidentiality of Clients • Process Owner • EMA • Key Deliverables • Financially Viable Offers

  6. Delivery of Results Client Profile & Underwriting Producer Presentation Client Presentation Policy Placement Submit Application(s) Case Design • Key Steps • Company responses summarized • Present illustration comparisons • Offers • Pricing • Rating • Product/Company recommendation • Goals • Provide insurance producer with best approach • Maximize client benefit • Process Owner • EMA • Key Deliverables • Comparison presentation • Specifics of case design

  7. Delivery of Results Client Profile & Underwriting Producer Presentation Client Presentation Policy Placement Submit Application(s) Case Design • Key Steps • Present Recommendations • Complete application and collect signatures • Balance of underwriting requirements requested • Paramed Exam • Inspection Report • Goals • Client Commitment to Insurance Solution • Key Deliverables • Completed application • Process Owner • Insurance Producer

  8. Delivery of Results Client Profile & Underwriting Producer Presentation Client Presentation Submit Application(s) Policy Placement Case Design • Key Steps • Insurance producer delivers completed applications to EMA • EMA identifies outstanding requirements • Remaining data collected • EMA provides periodic updates to producer • Goals • Streamline Execution of Policy Placement Process • Keep Insurance Producer Informed • Promptly Address Outstanding Issues • Key Deliverables • Communication between insurance carrier, EMA and insurance producer • Process Owner • EMA

  9. Delivery of Results Client Profile & Underwriting Submit Application(s) Producer Presentation Client Presentation Policy Placement Case Design • Key Steps • Deliver Policy • Collect Premium • Execute Documents • Goals • Place policy in force • Process Owner • EMA • Insurance Producer • Key Deliverables • Policy package • Final delivery documents

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