Case Management

Efinancial Wholesale gives you the back office support to handle any underwriting situation. The underwriting process for life insurance can be very involved and time consuming, that’s why our case managers work closely with you to get your cases though underwriting as quickly as possible.

Your Case Manager will:

  • Review applications to make sure they are complete and correct
  • Ensure applications and medical exams are submitted to carriers in a timely manner
  • Track all medical record requests made by carriers
  • Follow–up regularly on any outstanding underwriting requirements
  • Confirm that policies are issued and placed in force

Don’t spend time worrying about getting your cases through underwriting. Our case managers have the experience and knowledge to get the job done for you.

Producer Resources Group

Efinancial has a support department dedicated to YOU...the producer! We understand that Support one of the most important things a producer or agency relies on from their brokerage. The Producer Resources group is always eager to help and believes in what’s possible. If you ever have a question, or have a “hard to place” case….call us!

Call us at 1-866-851-6373 or email us at

ALISS Help Desk

Have questions or experiencing technical difficulties?

Contact the ALISS Help Desk at 1-866-436-8645 or please email

Internal Wholesaler

Partner with Efinancial to work with a highly-experienced support team. Our Wholesalers will work with you to provide the best solutions and information for you and your clients. We strive to help our producers solve the business challenges they face today and create a firm foundation for their business of tomorrow.

We will coach, train and provide our producers with the tools and information necessary to sell Efinancial's suite of insurance products. Speak with a wholesaler today to find out more about what Efinancial can do for you.

CALL US: 1-800-648-9504 Ext 2