Pinnacle Case Management
Pinnacle is dedicated to providing excellent service on cases of all sizes, but place special emphasis on those cases that are complex or have a target premium of $10,000 or above. Our complex case management system includes:
- The Underwriting Auction -- cases are sent to the marketplace, offers negotiated among carriers and the best offers (carrier, product and price) is presented to client
- Daily Review -- large cases are reviewed daily by the Case Management Director to ensure a smooth and efficient negotiation and placement process
- Team & Triage Approach -- complex and/or large cases is managed and reviewed by the Case Management Director, Case Design Manager, COO and CEO on a weekly basis to ensure all issues are dealt with proactively and the business is placed as quickly as possible
- Impaired Risk Underwriter -- Pinnacle has partnered with APEX Underwriting Solutions to meet the demands of impaired risk underwriting for our clients. APEX is a boutique concierge underwriting service that we utilize as an extension of our internal resources.