Total Financial Partners with DigitalOwl to Stay on the Cutting Edge of Innovation and Underwriting Technology

For over 50 years, Total Financial has been the home for producers who dominate their marketplace. As one of the nation’s leading experts in designing, underwriting, and placing large, complicated cases, having access to powerful technology tools is imperative to deliver outstanding outcomes for their agents and their valued clients. The partnership with DigitalOwl, utilizing state-of-the-art technology to produce a Digital Underwriting Abstract to streamline the underwriting process, is yet another step to keep them on the cutting edge of the brokerage world.

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DigitalOwl’s technology produces a Digital Underwriting Abstract of a customer’s medical record in the form of a comprehensive, interactive document in hours versus days. The solution reduces extensive and lengthy medical records to a succinct handful of pages. This empowers underwriters to spend their time on risk selection versus paging through multiple pages of often redundant records.

“DigitalOwl’s Digital Underwriting Abstract provides an industry-leading and forward-thinking approach which complements our concierge underwriting services, providing the detail and high-quality analysis Total Financial strives to provide to our clients. The companies we represent, several of whom we lead every year, value our input and consult with us to keep them on the cutting edge of the brokerage world. Our access to powerful technology tools, unmatched underwriting, and access to industry experts is unparalleled in the brokerage community,” said Diana Greenberg, President and CEO of Total Financial.

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DigitalOwl recently introduced V3, which has improved customization for Underwriting by highlighting preferred risk factors and providing detailed analysis for all the data required to underwrite key impairments.

“Total Financial quickly embraced the DigitalOwl Digital Underwriting Abstract because they recognized how our product could streamline their review by providing a comprehensive yet concise view of significant medical conditions. This, in turn, only enhances Total Financial’s relationship with the agents they support and their partner carriers. It’s a win-win for everyone,” said DigitalOwl’s VP of Life Insurance Jennifer “JR” Richards.

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