SelectX Teleunderwriting Guide
Authors
Susie Cour-Palais | Peter Maynard | Hank George
Susie has over 15 years’ experience in life and health underwriting both in the UK and internationally, having spent 12 years working for Swiss Re Life & Health in various parts of the world prior to establishing an underwriting consulting firm in 1998. Her consultancy specialises in advising clients on market practice, risk selection strategy, training programmes, underwriting systems design and product development. She has clients in diverse markets including the UK, North America and Asia.
Susie is a Fellow of the South African Institute of Underwriters, the critical illness editor of On The Risk, the principal author and editor of the newsletter Underwriter Alert and a frequent speaker at conferences world-wide. Susie has a particular interest in the effects of new technology and complementary distribution on underwriting practice.
Peter Maynard is an experienced risk appraisal exert and marketer, having worked for M&G Re and then Swiss Re Life & Health, as Head of Research, for many years. He has had extensive involvement in the development of underwriting policy, having produced a range of medical underwriting manuals, working in association with some of the industry’s leading medical officers. His experience also includes product development, consumer research and, latterly, strategic marketing and planning.
Since 2000 he has run a strategic marketing and research consultancy whose work has included alternative approaches to risk appraisal and pricing, including differential risk factors.
Hank George is renowned throughout North America as an expert on underwriting and risk management. He has worked in the US life industry for 35 years, first with Northwestern Mutual Life, where he was the only lay person ever to function as a medical officer, and then with LabOne Insurance Services Group as Senior Vice President. In May 2002 he launched his own consultancy, Hank George Inc, which specialises in providing risk management advice for life and health insurers and continuing education programs.
Hank was the founder and first editor of the journal On the Risk, and has written extensively for other publications. He is the founder and Chair of LOMA’s International Underwriting Congress, and founded and currently chairs five underwriting study groups and The Underwriting Vision Group in North America. He is a columnist in Best’s Review and Brokerworld magazines, and the co-author of "Getting it Issued", the best-selling North American underwriting textbook for producers.
Hank George Inc specialises in offering tele-underwriting services including drilldown questionnaire design and modification, interviewer training, teleunderwriting program audits, producer seminars and retraining of underwriters to deal with information gathered on teleinterviews.