You've heard the names, but who are we? BetterLife wants to build a relationship between you and our New Business / Underwriting Team. To begin this process, we want to introduce ourselves:

Michelle Bunge – Senior Underwriter Married to Mike Mother of two (25 year old son and 23 year old daughter) Loves to quilt, read and the beach

DeAnn Crane – Senior Process Reengineer & Underwriter Lives in Solon, IA, which is between Cedar Rapids and Iowa City, with her two kids, Morgan 17 (senior) and Marcus 14 (freshman) Working remotely 80% of the time and traveling to Madison the remaining 20% Enjoys the outdoors, concerts (last one was Billy Joel at Miller Field), shows (Hamilton!) and spending time with family and friends

Kathy Zoellner – Member Services Associate – New Business Moved to the Madison area in 2002 with my husband, Rick, and her three children Allison now lives in the Albuquerque area, Bryan lives in Hawaii (Maui), and Evan still lives locally Favorite pastimes include reading, spending time with family, and travel

Gina Weitzel – Member Services Associate – New Business From Madison, Wisconsin She has been with BetterLife for two years Lives with her 2.5 year old son, fiancé and two cats Enjoys hiking, concerts, and eating sushi

You will begin receiving a weekly email from this team with small bits of information about what BetterLife’s current practices and procedures are. If there are specific topics you would like us to address, please feel free to let us know. We hope you find this information to be helpful.    This week’s topic - APPLICATION TIPS Please note that the PATRIOT Act form is built into the fully underwritten application. If your client is not a U.S. citizen, you must include their visa number. Name Change Section – for adopted children, if their name has been changed, please indicate “yes,” and submit a copy of the legal name change. For section 13, make sure to indicate any existing coverage and whether the application is replacing existing coverage. Page 9 should be submitted with the application even though it doesn’t have any blanks to fill. This page becomes part of the policy. Page 11, the Conditional Receipt, should be left with the owner if money was collected (including an EFT form authorizing us to draft the first premium). Page 12, the Investigative Consumer Report Pre-Notice, should be left with the Proposed Insured. This is the FCRA and MIB notice.

Reference the ICC20-FULL Application Here!

Up next week - FORMS OF PAYMENTS We are excited to share this information with you. Are there specific topics you want us to cover? Feel free to reach out and we will add it to our list.

Have a great week! BetterLife's New Business and Underwriting Team

Have questions? We are here to help!  Please call our Member Services Team at 608-833-1936 or 800-779-1936.

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